Are New Look 529 Plans Worth a Second Look?
One of the biggest objections to 529 plans was the “use it or lose it” feature. However, thanks to the SECURE 2.0 Act, 529 plans are less restrictive and may be worth a second look.
Quiz: Back to School Spending
Everybody is unique, but every person also likes to compare themselves to national averages! See how you score on this back-to-school quiz.
Quiz: Caring for Aging Parents
Too often, families put off caring for aging parents by avoiding difficult discussions. This article urges you to take a proactive approach. It also shares some insights about what’s important to aging parents.
When Your Adult Children Move Home
Nearly 60% of young adults live with their parents. While it may be great to have family close to home, it’s a good idea to understand the financial trade-offs.
YOUR PERSONAL INFLATION RATE
In 2022, inflation hit levels not seen in more than 41 years. Although the Federal Reserve has tightened its monetary policy to help manage inflation, many people are still concerned about what may lie ahead.
Charitable Gifting
There are several different types of property that can be donated to charity, and a gift is limited only by your imagination. Are you the type who wants to donate cash, stock, or your lunch box collection from a 1960s sitcom?
Life Insurance Beneficiary Mistakes To Avoid
Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy’s
beneficiaries should be a relatively simple task. However, there are several situations that can easily lead to unintended and adverse consequences you may want to avoid.
Saving for Retirement and a Child’s Education at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge. But take heart — you may be able to reach both goals if you make some smart choices now.
