The Coronavirus-Caused 529 Plan Tax Risk You Can’t Ignore
One of the many unfortunate but necessary consequences of the COVID-19 outbreak was the physical closure of many colleges and...
investment
Building Wealth as Parents During Uncertain Times
What we are seeing is unprecedented. Even though we crave physical touch and connection, social distancing and self-quarantining are recommended....
Cut Yourself a Break. Don’t Look at Your 401(k)
Not dwelling on the gruesome losses on Wall Street. Not looking at your 401(k) every other minute. The old adages...
Investing in the Coronavirus Era: Can Your 401(k) Stay Healthy as Stock Market Sickens?
Worst week since the market crash? Don’t panic. Billions of dollars in wealth evaporating in a matter of days? Hang...
4 Ways to Give Your Children and Grandchildren a Financial Head Start
We all want what is best for our children and grandchildren. We want them to develop into kind, capable and...
Prepare for Detours in the Market: Manage Your Plan in Real-Time
Once you’ve created an income plan for your retirement, don’t think you’re done when the numbers on paper meet your...
Investors’ To-Do List for 2020
You can expect that markets will be volatile in 2020 because of the threats of war, the presidential election and...
Four Steps for a Financially Fit New Year
Most people reassess their financial strategies when things aren’t going well. The economy might be faltering, someone in the family...
The 20 Best ETFs to Buy for a Prosperous 2020
All bets are off for 2020. We could talk about any number of potential growth catalysts or looming hurdles for...