The ABCs of 529 Plans
529 plans are tax-advantaged education savings vehicles and one of the most popular ways to save for education today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529 plans have changed the world of education savings.
Refinancing Your Mortgage
When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one.
How can I keep my business in the family?
Each of the options for keeping your business in the family bears its own tax consequences and can be affected by your overall estate planning goals.
TRICARE: The Health Insurance Program Serving the Military
TRICARE is the health insurance program for military servicemembers, their families, and other eligible beneficiaries. Medical, dental, and pharmacy services are offered through TRICARE.
Members of the Military: Personal Financial Planning
Just as the success of a military mission is dependent upon proper planning, your financial success may be dependent upon creating a sound financial plan as well.
Five Key Benefits For Military Families
Retirement is something you need to plan for, whether it’s far away or just around the corner. Even if you can rely on a military pension because you’ve stayed in the service for 20 years or more, it’s probably not going to provide all the retirement income you’ll need, and neither is Social Security. That’s why it’s important to save for retirement on your own.
How Can I Reduce My Spending?
Pick a realistic goal for your monthly spending reduction and try not to make too many changes all at once.
Caring for Your Aging Parents
Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier.
Financial Survival After a Job Loss
A job loss is not the end of the world, even though it may feel that way. Mapping out your priorities and drafting a bare-bones budget can help you come up with your own financial strategy for job loss survival.
Retirement Planning for All Life Stages
Whether you have just graduated and taken your first job, or are starting a family, enjoying your peak earning years, or preparing to retire, your employer-sponsored retirement plan can play a key role in your financial strategies.