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Rebecca Upton

Financial Planner

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Atlanta

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Articles by Rebecca Upton

2026 Retirement Plan Contribution Limits and Catch-Up Rules

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A couple planning retirement catch up contributions
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Older Couple Talking to Younger Woman
Retirement

What Are QLACs and Who Should Consider One?

October 15, 2026

Estate Planning

Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting

October 15, 2026

Work & Business

What Financial Independence for Women Business Owners Really Means

October 14, 2026

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