Family-savings
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College 529 Savings Plans: What You Need to Know
529 Plans Do you know how much you’re able to contribute or what the funds could be used to pay for? Check out the nitty-gritty details of this formidable college savings tool.
By Michael Aloi, CFP® Published
529 Plans -
Bigger Isn’t Always Better When It Comes to Financial Advice
Financial Planning Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions.
By Megan Clark, Investment Adviser Representative Last updated
Financial Planning -
Want Real Estate Without Hassle? Consider a DST
real estate Before you get into the landlord biz (or if you'd like to get out of it), there could be an easier way to invest in real estate, a Delaware Statutory Trust.
By Megan Clark, Investment Adviser Representative Last updated
real estate -
ABLE Accounts Give Disabled More Financial Freedom
Financial Planning People with disabilities, and their families, can save for a variety of expenses in these tax-advantaged accounts.
By Emma Patch Published
Financial Planning -
Talking Money With Your Spouse
personal finance These should be important conversations that will be helpful in the long run.
By Janet Bodnar Published
personal finance -
How to Motivate Kids to Save
personal finance It's not easy teaching your child to save. Here are some ways readers have incentivized their kids to keep track of their finances.
By Janet Bodnar Published
personal finance -
Amazon Prime Fees Are Rising. Here’s How to Cancel Your Amazon Prime Membership
Amazon Prime Amazon Prime will soon cost $139 a year, $180 for those who pay monthly. If you’re a subscriber, maybe it’s time to rethink your relationship. Here’s a step-by-step guide to canceling Prime.
By Bob Niedt Published
Amazon Prime -
Make a Plan for Your Parents' Care
Caregiving The ideal time to begin talking with your parents is before they need care.
By Lisa Gerstner Published
Caregiving -
Honey, We Need to Talk About Money
Women & Money Instead of focusing on the numbers, couples might have more success discussing their goals.
By Janet Bodnar Published
Women & Money