When Does a 529 Make Sense?
You went to Northwestern. Your partner went to Northwestern. Now, baby number one is here and they’re already geared up in a purple-and-white onesie. It’s a safe bet that baby number one will probably apply to Northwestern. As stated previously, there are...
When to Start Saving for College
Saving for your children’s education is a high priority for many people. With college costs continuing to rise faster than inflation, creating an education savings plan can be complex and challenging. After determining which college savings strategy fits...
How to Pay for Kids’ College
They’ve taken the SATs (three times). They’ve gone back and forth on what their major should be and what career path they want to take. They’ve dragged you along on campus visits. And now, they’re waving goodbye as they rush off to orientation. You’ve...
Top 10 Tips for Keeping Your Financial Accounts Safe
WannaCry Ransomware attacks have spread like wildfire across the globe and the news in the recent weeks. And as White House officials try to pinpoint where the attacks on hundreds of thousands of computers in 150 different countries stemmed from, and how to...
The Future of Social Security
Social Security was officially created in 1935 under Franklin D. Roosevelt. It is designed to be a social safety net to ensure people who work have some basic level of income in retirement. Working people contribute to the fund and older people receive...
Roth Ira Conversions
Starting in 2010, it became possible for high income people to convert traditional IRA accounts to Roth IRAs. This can be an important decision and we urge you to spend the time to figure out if it is right for you. Because there is already a ton of...
Estimating Health Care Costs in Retirement
Health care costs are probably the biggest source of anxiety for those unsure if their retirement nest egg is big enough. A 2010 study by Fidelity suggested that a 65 year old retiring couple will need about $250,000 to pay health care expenses in their...
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