If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, the arrival of a new academic year may be a good time to see how your plan stacks up against the competition. Mediocre investment returns, higher-than-average fees, limited investment options and flexibility—these are some of the things that might have you thinking you could do better with another plan. Learn more in this Financial Tip.
You can outline what you want done with your Facebook and Twitter accounts when you die in a VAIL. We explain today’s Marietta Daily Journal.
You should consider whether the benefit of a large gift in 2012 could be recaptured later if estate and gift laws change. Read all about it in this Financial Tip.
We highlight some commercially available records and information organizers for your family finances in our Marietta Daily Journal Blog column.
Ben Crowe, CFP®, CFA, C.P.A., joins “Money Talks” to discuss how the fiscal cliff may overshadow many tax loss sales at the end of the year.
In today’s Marietta Daily Journal, we share tips on creating your document and records organizer. Read all about it.
In today’s Marietta Daily Journal, we discuss organizing your critical documents should something happen to you. Read all about it. Get our guide for organizing records
Borrowing $3,000 from your 401(k) for college expenses doesn’t seem like much until you see a tax bill of $1,320. We explain in this Marietta Daily Journal blog post.
Even though an investment policy statement may target a desired return on the portfolio, that does not mean the portfolio will necessarily achieve that return. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful. Learn more in this Financial Tip.
Bil Lako, CFP® highlights a financial strategy to help maximize retirement benefits while providing for your spouse.