Latest
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529 Plans: Give the Gift of Education (and Compounding)
As the cost of college tuition skyrockets, parents and grandparents can take advantage of tax-efficient 529 plans and higher limits on gift and estate taxes.
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529 Plan Contribution Deadlines
529 Plans Many states have year-end deadlines for making 529 college savings plan contributions.
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Gen X Parents: Saving for Retirement and College at the Same Time?
Saving for retirement and college at the same time is tough. As you prepare to send your kids to college, don’t neglect your nest egg.
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A Plateful of Financial Topics That Might Come up Over Turkey Dinner
From higher prices and mortgage rates to AI planning our retirements: These are some of the conversations you might have as multiple generations gather for the holiday.
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Want to Avoid Years of Crushing Debt? Save for College Now
College is more expensive than ever: Not properly planning to fund your own education or that of your child could saddle you or them (or both of you) with decades of debt.
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Student Loan Borrowers To See Better Protections Under New Rules
Student loan borrowers will be better protected against sudden school closures under the rules, the DOE says.
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Have Leftover 529 Funds? Expert Strategies for Unused Balances
Excess 529 funds represent both a challenge and an opportunity, and knowing your options is essential.
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Financial Planning Now That Your New Baby Has Arrived
First, congratulations! Second, a seasoned wealth adviser is here to share his knowledge and experience of planning for and protecting the future of his newborn.
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Biden Cancels $37M in Student Loan Debt for Phoenix University Borrowers
Student loans for 1,200+ Phoenix University enrollees cancelled over misleading ad campaign.
