Financial Planning in Your 40s

With age comes greater wisdom, they say, and greater responsibility. You’re well-established in your career and hopefully earning more than you spend. You may have your own family as well as aging parents you’re looking out for. In addition, you’re now halfway towards traditional retirement age. That’s a lot to …

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529 Plans: Which States Reward College Savers?

In September, we covered the basics of 529 plans. This week, we’ll continue examining 529s with a look at tax implications, risk strategies and how they can impact financial aid eligibility.

529 Tax Implications

Contributions to 529 plans are not tax deductible (at the federal level, treatment varies at …

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