
529s and Estate Planning: What’s the Connection?
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..
Continue ReadingAssets 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..
Continue ReadingAs 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...
Continue ReadingWhen 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..
Continue ReadingFor 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..
Continue ReadingInstallment 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..
Continue ReadingYou 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..
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