KEY POINTS Why the 529 plan is the gold standard for college savings. You can always change the beneficiary on the account in case your kids don’t need the funds. Pay for books,…
3 Things You Didn’t Know About 529 College Savings Plans
Last Minute Money Lessons For Your College-Bound Kid
KEY POINTS Start teaching your kid about money and credit way before college. Help your teenager find and use a money-tracking app they actually like. Make sure you share a payment…
What Is A Reverse Mortgage And Is It Right For You?
KEY POINTS Find out the cancellation terms of a loan beforehand. Consult a fiduciary to minimize risk. Select a reverse mortgage that aligns with your holistic financial…
How Much Should You Spend On An Engagement Ring?
KEY POINTS Traditional engagement rings could cost you about 2 months worth of your salary. How to shave off thousands on your engagement ring. Instead, pay for a more extravagant…
Top 10 Money Tricks: Improve Your Finances by 2016
KEY POINTS Start by tracking your spending, credit score, 401k contributions, and your child’s 529. Shuffle your portfolio at the end of the year to reflect your personal investment…
Financial Planning for Parenthood: Are You Ready?
KEY POINTS USDA stats estimate the total cost for raising a child up until the age of 18 to be $245,340 – and even more if you include inflation. When planning for a family, make sure…
The Financial Cost of Identity Theft
KEY POINTS Shred any personal information you don’t access that often. Steer clear of suspicious activity online. Monitor your bank accounts and cards to keep an eye…
5-Step Guide to Teaching Your Kids About Money
KEY POINTS How to get your kids ready to face their own financial futures. Lead by example and show your kids how to use the bank to their advantage. Teach principles of credit,…
