For basketball fans like me, it’s a wonderful time of the year. March Madness brings 67 thrilling games spanning three weekends in March and April, getting together with friends and family to watch upsets unfold and bantering about who made the best predictions in their bracket pool. It’s hard to think of a more exciting time for basketball fans.

We’re excited to announce that Chad Gifford has joined the Aurora Financial Strategies team!

Do you have leftover funds sitting in a 529 plan? If so, you may be able to roll these funds over to a Roth IRA. Let’s dive into how to do this.

Congratulations to Reed Hubbert for passing his exams to become an advisor!

Indiana 529 Plan beneficiaries now have more options than before for the funds in their accounts.

The SECURE 2.0 Act, a recent federal legislation, brings a transformative change for Indiana 529 plan account owners.

“So, what does a financial advisor actually do?”

Whether you’re a potential client or are considering a career as a financial advisor, hearing how advisors work with their clients can be helpful to determine if working with an advisor (or becoming and advisor) is right for you.