A complete estate plan is one of the most meaningful ways parents can protect their family. According to recent surveys, despite 64 percent of Americans believing that having a will is important, only 32 percent actually have one. "Estate planning isn't just for the wealthy," says...
Planning for retirement requires a thoughtful approach and consistent action. The decisions you make today can dramatically impact your financial security in your later years. Understanding available strategies can help you create a retirement plan that meets your needs. Start Early and Be Consistent The power of...
Mid-year is the perfect time to evaluate your financial progress and adjust your plans if needed. Just like a GPS recalculates when you veer off route, regular periodical financial check-ins help ensure you'll reach your destination. Time for a Financial Health Check Remember those financial resolutions from...
When it comes to saving for college, 529 plans stand out as one of the most powerful tools available to families. These state-sponsored education savings plans offer significant tax advantages while providing flexibility for future educational needs. What are 529 Plans? 529 plans are tax-advantaged savings accounts...
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