529s and Estate Planning: What's the Connection?

Written by admin on June 24, 2020. Posted in Uncategorized.

Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there’s another side to 529 plans that may appeal to you — potential estate planning benefits.1 First, a Few Basics To understand how a 529 college savings plan may complement...

Annuity Options: Choices Abound for Today's Retiree

Written by admin on June 24, 2020. Posted in Retirement Planning, Saving for Retirment.

As the earliest baby boomers begin to enter retirement, the various income guarantees and other living benefits offered through variable annuities (VAs) are gaining in importance. Yet before you rush to add a VA to your retirement funding scheme, take some time to understand what VAs have to offer...

Build a Solid Financial Foundation

Written by admin on June 23, 2020. Posted in Financial Planning. 11 Comments

When the markets and the economy are behaving badly, as they tend to do from time to time, it’s easy to feel helpless. But creating a solid financial foundation can help you gain control of your investments and possibly avoid mistakes that can sabotage your portfolio. Your Net Worth —...

Consider Prepaid Tuition Plans for College Savings

Written by admin on June 23, 2020. Posted in Estate Planning.

For parents planning for their children’s college education, there are several investment options to consider. One option is state-sponsored prepaid tuition plans. These plans allow parents to pay today’s tuition rates with the assurance that the child will have the money to go to college...

Maintain a Good Credit Rating

Written by admin on June 23, 2020. Posted in Uncategorized.

Installment debt, in itself, is not a bad thing. It enables us to make major purchases that would be nearly impossible to finance up front. In this consumer society, however, we’re bombarded with advertisements for literally thousands of “must-have” products. The result is that...

Financial Wellness: Controlling Credit Card Debt

Written by admin on June 10, 2020. Posted in Financial Planning.

You know it’s important to maintain your physical health. But did you know it’s just as important to pay attention to your financial health? When your finances are under control, you are likely to reduce stress and are better able to save for retirement and your other long-term goals. So...

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Month: June 2020