How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.
Financial Planning
The American Rescue Plan Makes FSAs a Little More Flexible
For those with a Dependent Care Flexible Spending Account (FSA), there may be some good news on the horizon.
The New Inherited I.R.A. Rules
The big change: the introduction of the 10-year rule for beneficiaries. Most people who inherit an I.R.A. now have to empty that I.R.A. of assets within ten years of the original owner’s death.
Weekly Economic Update – May 10, 2021
Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies.
Measuring the Value of a Financial Professional
What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question.
Life Insurance with Extended-Care Riders
The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company…
Weekly Economic Update – May 4, 2021
Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower.
2021 Limits for IRAs, 401(k)s and More
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings.
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72.
Weekly Economic Update – April 27, 2021
The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading…