Planning & Retirement
Prepare for financial milestones and events
Financial planning
Retirement Saving and Living
Retirement is an important and often stressful planning, saving, and investing goal. Learn from those who have been through it.
The Business of Consulting
If you're ready to leave an employer and strike out on your own as a consultant, it helps to plan ahead, set up a separate business structure, and make sure you're properly insured.
Does Market Timing Work?
We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point.
College and education
Education: 529 Savings Plans
A popular college-savings vehicle is the 529 savings plan, which provides several tax advantages when used for education expenses.
Budgeting for Student Loans
Ready to face the return of student loan repayments? Conquer your budget by tracking expenses, cutting back on non-essentials, and balancing debt payment with retirement savings.
529s for Multiple Generations
Under the right circumstances, a dynasty 529 college savings plan can fund your family's education for generations to come.
Estate planning
529s for Multiple Generations
Under the right circumstances, a dynasty 529 college savings plan can fund your family's education for generations to come.
Preserving Family Wealth
Good communication and a clear mission can help cement your family's legacy for generations to come.
Creating a Special-Needs Trust
For estate owners who have heirs with disabilities, providing financial support is paramount. A special-needs trust can help protect vulnerable family members without affecting government benefits.
Saving for retirement
Roth vs. Traditional IRAs
Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here's a guide to help you decide which may be better for you.
Retirement Saving and Living
Retirement is an important and often stressful planning, saving, and investing goal. Learn from those who have been through it.
What Is a Roth IRA?
Roth IRAs are individual retirement accounts that you contribute to with after-tax dollars (income you've already paid taxes on). The benefit? Your savings can grow tax-free.
In retirement
Retirement Saving and Living
Retirement is an important and often stressful planning, saving, and investing goal. Learn from those who have been through it.
Planning for Long-Term Care
Like other aspects of retirement planning, the prospect you'll need long-term care carries financial implications but also much more. Here's what you need to know.
Tax planning
Want to Downsize Your Home?
Moving to a smaller house can have many financial advantages. Here's what you should consider from a tax perspective.
Education: 529 Savings Plans
A popular college-savings vehicle is the 529 savings plan, which provides several tax advantages when used for education expenses.