SLM Financial Services

09/03/2026

Starting in 2024, the SECURE Act 2.0 allows recipients to roll over unused savings into a Roth IRA, if it benefits the same individual under certain conditions. Currently, money from a 529 that is used for non-educational expenses is subject to penalties and taxes.

09/02/2026

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goals. Among the most important of those family goals is saving for college.

09/01/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

08/30/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

08/29/2026

Eating healthy doesn’t have to be boring! Get accustomed to cooking with less salt -- it does your body good, and your tastebuds just might not realize anything’s missing. Make a positive change for More Herbs, Less Salt Day on AUG 29th!

08/26/2026

Wag that tail - - It’s National Dog Day! Dogs provide companionship, keep us safe, and aid those in need. Studies show they improve physical and mental health, too. On this special day, show your pups how much you appreciate them.

08/21/2026

Warmest Wishes on Senior Citizens Day – August 21. For all you do and have achieved for the good of our communities, we say thank you! And, as Mr. Spock might say, “Live long and prosper.”

08/19/2026

The Moments That Matter

Some of life’s most important moments come with a price tag. 💜💗

This photo makes me think about something we don’t always talk about when we talk about financial planning: **having the financial resources to say “yes” to the moments that matter most.**

A wedding may be something you plan for years, but other big expenses can come completely unexpectedly. A new roof. Helping a family member. A major home repair. A dream trip. Or simply having the freedom to celebrate a milestone without worrying about how you’re going to pay for it.

Financial planning isn’t just about preparing for retirement. It’s about preparing for **life**—the expected moments, the unexpected ones, and the once-in-a-lifetime moments you never want to miss.

Because when the big moment arrives, wouldn’t it be nice to focus on **the people, the memories, and the celebration**… instead of the financial stress?

Plan for tomorrow. Enjoy today. And make room in your financial plan for the moments that matter. 💜

07/25/2026

Are you ready for your next hedge fund thriller? Pick up “The Gods of Greenwich”. A rising hedge funder tries to make back his fortune after his company collapses. It's a fun fiction that has all kinds of twists and turns!

Forget about Bernie Madoff or Gordon Gekko—there’s a ne…

07/24/2026

Like and need more thrillers set in the hedge fund world? Check out “The Prince of Risk”. This story follows a fearless hedge funder whose father is murdered alongside the Fed Chair on the South Lawn of the White House. It’s a page-turner!

Wie is er verantwoordelijk voor de sensationele moord o…