May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help save for future education expenses. So whether you’re considering how to set a grandchild up for [...]
Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of comfortably reaching speeds exceeding 150 MPH, but as the driver, how comfortable would you be traveling beyond 150 MPH? In the [...]
Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. A true long-term tax strategy goes beyond the annual filing ritual; it’s about [...]
As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & UGMA custodial accounts), but there’s a new option available starting this year: Section 530A accounts, also known as [...]
What does debt mean to you? You might view “debt” as a dirty word, accompanied by the shackle of interest rates and missed payments. But you might view “credit” differently. Credit is seen as a financial tool, and a good credit score as something to be nurtured and coveted. We treat them as distinct financial [...]
How often do you use a credit card? Perhaps you even use more than one. In today’s economy, the small rectangle of plastic (or metal) in your wallet is more than just a tool for buying groceries; it is a gateway to a complex financial ecosystem. To truly understand credit cards, we have to look [...]
March is the start of spring, which means the chilly weather is subsiding, the days are getting longer, and you might even begin planning your summer plans. But March is also National Credit Awareness Month. While cleaning out your gutters or planting seeds might be on your to-do list, this month serves as a vital [...]
As we gather with family and friends this week, many of us have spent time picking out the perfect gifts to wrap and lovingly place under the tree. We eagerly await them opening our gift and sharing in the joy we had while selecting it especially for them. And though traditional presents like gadgets and [...]
As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is a perfect time to give your financial life a little attention before the calendar flips to a new year. Annual limits and other financial standards refresh at the end of [...]
The holiday season is filled with warmth, tradition, and time with loved ones, but for many retirees, it can also bring financial stress. Between gift-giving, entertaining, decorations, and travel, the expenses can quickly add up. When you're living on a fixed income, this time of year can start to feel a bit overwhelming. But don’t [...]
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