What If Your 529 Account Gets Too Big?
If your 529 Account gets sizable you have myriad excellent options. For example, you can access the contributions without penalty and tax free. Or, now you can cover graduate school too.
Tax Strategies if You Have a Great Year
Did you have a great year at work? Crush your sales goals? Receive a larger bonus? Maximize tax deductions and get the most out of your return. Here's how.
Common Estate Planning Mistakes to Avoid
Your estate plan is important for both you and your family, so don't wait until the last minute to make a secure plan. Here are some major mistakes many estate plan packages often have that can be easily avoided.
How Does an Umbrella Insurance Policy Work?
We all want a little extra peace of mind, and an Umbrella Insurance Policy can provide that. Here's what you need to know.
Should You Refinance Your Mortgage? Here Are 4 Reasons Why It Might Be Time
When interest rates are favorable, refinancing your mortgage might be a good idea. If you're considering this option, here are four scenarios in which it may be beneficial to do so.
Teaching Children Financial Literacy
Setting your child up for a strong financial future is a process that can begin at an early age. Try these tips to start educating your son or daughter about how to make smart money decisions and create lifelong saving habits.