When considering what to pass down to heirs, it’s easy to focus on bank accounts and real estate. But the items with the most importance often aren’t the most valuable on paper.
Financial planning for families with special needs.
For many high school seniors, the pressure to pursue higher education immediately after graduation can feel overwhelming. Well-meaning parents and school counselors often unwittingly contribute to this pressure through conversations about college plans, arranging campus tours, or assisting with applications.
It’s curious how certain times of the year are widely popular for certain life events.
Financial literacy is an essential skill that should be introduced to children at a young age. By teaching key concepts at various stages of their development, you can help your children build the habits and knowledge needed for a secure financial future. From basic saving and investing, to budgeting and planning for retirement, this guide offers some suggestions on how to empower your children to make informed financial decisions and become financially independent.
During the holiday season, you may have some long-anticipated plans to spend quality time with your loved ones.
Let’s face it: You’d be hard-pressed to find a grandparent anywhere who won’t admit to the pleasure of spoiling the grandkids.
Dina Megretskaia and Victoria Tejeda explore how these tax-advantaged accounts can help you save and invest for a child’s future educational needs. Much like your 401(k) plan at work, 529 plans offer a set list of investments and the assets inside can grow tax free.
The Tax Cuts and Jobs Act (TCJA) of 2017, signed into law by then-President Trump in December 2017, was one of the most sweeping changes in federal tax law to date.
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