Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.
If you are saving for education, then you are familiar with a 529 Plan. When it comes time to pay, how are you able to get the most out of it?
For many people, helping to pay for their children’s or grandchildren’s education is one of their main financial goals. It’s admirable to want to put your wealth toward bettering the next generation. What education savings programs are right for you? A 529 plan is one of the most common educational investment options, but there are other choices. Let’s explore the different programs to help you determine which one is right for you.
Over the past few years, podcasts have gained popularity. These audio commentaries cover every topic under the sun, from TV to news to true crime. There’s even a subset of podcasts dedicated to retirees! Here are five podcasts about living in retirement that you’re sure to enjoy.
Insurance may not be the most exciting topic, but it's a crucial part of protecting yourself and your finances. As we celebrate Insurance Awareness Day, let's take a moment to talk about why insurance is so important and how you can make sure you have the right coverage in place.