Creating a Financial Blueprint
This article explores the blueprint of building your financial house, guiding you through each step to create a sound and sustainable financial future. ...
Benefits and Drawbacks of Investing in a 529 Plan
This article explores the benefits and potential downsides of investing in a 529 Plan, equipping you with the knowledge to make informed choices and secure a brighter future for your kids....
Will College Savings Affect Financial Aid?
In this article, we delve into The Impact of College Savings on Financial Aid: Navigating the Path to Higher Education....
RMD Relief and Guidance for 2023
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. ...
Are 529 College Savings Plans a Good Idea?
Saving for higher education is a significant financial goal for many families. One popular and effective tool for achieving this goal is the 529 college savings plan...
Expecting a Recession? 7 Steps to Help You Power Through
This article discusses seven steps that can help you weather a recession and come out stronger on the other side. ...
Annuities in 2023 Exploring the Benefits and Considerations
Annuities have long been recognized as a popular choice among individuals seeking financial security during their golden years....
Balancing Retirement and College Savings
Ultimately, finding the right balance between retirement and college savings requires flexibility. It's important to regularly reassess and adjust the financial plan as circumstances change....
Retirees Must Be ‘CEOs’ of Their Personal Finances
We have prepared this guide for retirees who want to be the CEO of their personal finances and enjoy the fruits of their labor....
Diversification: Don’t Put All Your Eggs in One Basket
Putting all your money into a single investment is like having all your eggs in one basket. It's a risky proposition. ...