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The Best Ways to Pay for College Involve Starting Young
college College 529 plans vs. Roth IRAs: A financial expert shares what she wishes she had known when saving for her own law school and her son’s college. Taking her advice could put you years ahead of the game.
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3 Key Ways You Can Help a Child or Grandchild Pay for College
college Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.
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You’ve Worked a Lifetime to Build Your Wealth. Here’s How to Keep It!
retirement Set yourself up for success by knowing what you want out of retirement, getting a grip on your spending needs and wants and then regularly checking whether you’re on track.
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Retirees: Here’s How to Pay for 5 Common Expenses and Cut Your Taxes While Doing It
tax planning With tax planning still fresh on the minds of many retirees following the tax deadline, here are five tax-savvy ways to pay for expenses throughout the year that could save hundreds or thousands of dollars in taxes.
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UTMA Accounts Explained: Rules, Custodial Brokerages and More
personal finance Giving your kids or grandkids a leg up in life is a nice thing to do, but if you’re thinking of doing it with an UTMA custodial brokerage account, you need to know a few of the pros and cons that come with them.
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Fill Your Retirement Income Gaps – and Then Some
retirement planning When drawing up your retirement income plan, you need to be prepared to cover these three different income gaps. If you don’t, you’d better be ready to cut back on your lifestyle or your legacy plan.
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School’s Out for Summer … But Tuition Is Back in the Fall
Paying for College Giving the gift of education never goes out of style. Here are some different options for helping out the young person in your life.
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How to Generate an Extra $20,000 a Year in Retirement
Investing for Income That amount of money could change your life. Let me help.
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How to Make the Most of Your Finances in Your 30s
personal finance It’s easy to get caught up in the day-to-day challenges of a burgeoning career, friends and family life, but your 30s are the perfect time to get your finances running smoothly.
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