10 Benefits of 529 Plans
Published: May 17, 2023
Tax benefits. Low maintenance. High contribution limits. Favorable financial aid treatment. Flexibility. Here are the top benefits of 529 plans that you should know about.
The 529 myth that may be costing families
Published: December 23, 2022
College planning expert explains the one 529 savings plan myth she says is making college more expensive for families.
Estate Planning for the Digital Era
Published: September 21, 2022
While many people are familiar with traditional estate planning creating a will and setting up a durable power of attorney it's important to think about digital estate planning, too. Fortunately, accounting for digital property in your estate plan is relatively simple to do.
Saving for Kids (or Grand Kids)
Published: September 14, 2022
Here are three investment options that parents (or grandparents) can use to set their children up for financial success.
3 Surprising Facts About Life Insurance
Published: September 7, 2022
Although life insurance policies are common, not everyone understands the details about how they work. In fact, there are three life insurance facts that may come as a surprise to many.
Life Insurance Myths Revealed
Published: September 7, 2022
You may have heard that life insurance is too expensive or only healthy people qualify, but often these things are not the truth or are only partly true. Here's the facts surrounding some of the most common misconceptions about life insurance.