Altitude Financial Partners, Jeanie Boymel

05/29/2026

When it comes to saving for education, starting early can help create more opportunities down the road.

A 529 plan is worth considering for families planning ahead! Here are a few things to know:

📚 Family members, including grandparents, can contribute or open a plan.
📚 Qualified education withdrawals are federally tax-free and usually state tax-free.
📚 Under certain conditions, some unused funds may now be rolled into a Roth IRA.

Small steps today can help support future goals!



A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, consider state tax treatment, fees, and expenses. State tax laws vary. Nonqualified withdrawals may be subject to income tax and a 10% federal penalty tax.

05/25/2026

Memorial Day is a time to honor and remember the brave men and women who made the ultimate sacrifice for our country.

Wishing you and your loved ones a peaceful Memorial Day!

05/20/2026

During , let's take a moment to check in with ourselves! Money and mental health are more connected than we sometimes realize. Stress about keeping up with finances can feel overwhelming at times.

Remember, you don’t have to navigate everything alone. If you’re struggling with mental health, reaching out for support can make a meaningful difference.

05/14/2026

During May, we celebrate small businesses, their courage, community efforts, and hard work. Take time this month to "shop local" and support the small businesses in your town.

05/11/2026

05/10/2026

Happy Mother's Day! We want to take a moment to thank all the moms for the relentless effort and countless sacrifices you put in every day. What do you appreciate most about your mom?

04/22/2026

Happy Earth Day! Let's take a moment to appreciate the beauty of our planet and commit to doing our part to protect it.

These pictures are of Mount Princeton...my grandparents have lived at the base of this majestic mountain for years!

We'd love to see pictures of your absolute favorite place on Earth! Post them in the comments!

04/22/2026

Happy Earth Day! Let's take a moment to appreciate the beauty of our planet and commit to doing our part to protect it. This is our favorite place in the world. We'd love to see pictures of your absolute favorite place on Earth, post them in the comments!

04/15/2026

Tax Day is here. Happy filing!
I am not a tax expert, but I am a financial planner! Remember, I can help you set up your finances for this year with tax strategies for next year in mind.