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40 Financial Things to Know by Age 40: Part Two

Sep 28, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   College Planning   Savings may cost less than borrowing.   Think…

Following a Guide for Strategic College Planning

Jun 07, 2017
It's an understatement to say the process of funding a college education is complex. For starters, the cost of higher education is often a moving target, with few people paying the same price even at the…

Part Two: 529 College Savings Plans - Save for Your Child’s Future and Save on Taxes

Jul 20, 2017
Today, nearly every state offers at least one 529 college savings plan. 529 plans are state-sponsored savings plans with tax advantages that may make it easier to save for college and there are many good…

529 College Savings Plans - The Impact on Financial Aid

Jul 26, 2017
In parts one and two of our series on the 529 College Savings plan we detailed the financial and tax benefits of contributing to a 529 plan. Now, we look closely at how it may impact your quest for financial…

What Does It Cost to Raise a Child?

Mar 28, 2018
Raising a child can be expensive. There is the cost of child care. Health care. Food and clothing. A larger home. College. What is it all going to run you? If you’ve ever wondered what it costs to raise…

10 Things to do with a Bonus or Other Windfall

Mar 29, 2018
1. Invest it. A bonus or other windfall has the potential to make a lasting impact on your life if you use it to help reach your financial goals. Remember, even modest amounts that you invest today have…

Giving the gift of Education with a 529 Education Savings Plan

Nov 24, 2020
If you want to give a gift to a child that will have a lasting impact on his or her life, consider contributing to the child’s college savings plan using a 529 Savings Plan.   Why use a 529 plan? 529…