May 29 means more than the mark of the approaching summer season. It’s also recognized as National College Savings Day, named for Section 529 of the Internal Revenue Code. What is a 529 Plan? A 529 plan is a tax-advantaged savings…
Principal and Financial Planner Michelle Pike shared her expertise on planning for retirement with the Birmingham Business Journal. A CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner®, Michelle has over 20 years of experience helping clients achieve their financial goals. Read the…
Accounting Today named Kassouf Wealth Advisors a Top 150 Firm in their 2021 Wealth Magnet issue. This prestigious honor calculates top firms based on assets under management, with Kassouf Wealth Advisors joining the $100 Million Plus Club. Only four Alabama…
The Birmingham Business Journal named Financial Planning Associate Rebecca Yerby a NextGen: Money honoree. The award recognizes rising stars in the finance industry, including banking, financial planning, and wealth management. Rebecca is a Financial Planning Associate with Kassouf Wealth Advisors, where she works…
