Articles

By definition, estate planning is a process designed to help manage and preserve assets while you’re alive, and to conserve and control their distribution after death in accordance with your goals

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to

There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much.

Year over year, participation in 529 plans continues to rise.¹ Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are

College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the

Advanced Health Care Directives are often overlooked for young adults.

If you're looking to save money for college, one option to consider is a 529 college savings plan. Created over 20 years ago and named after the section of the tax code that governs them, 529