pixel
Unused 529 Plan Funds: 5 Spending Options to Consider

Unused 529 Plan Funds: 5 Spending Options to Consider

529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary’s qualifying education expenses. Sometimes, 529 plans have unused funds after the beneficiary graduates or decide to discontinue their education....
Financial Planning for Working Moms

Financial Planning for Working Moms

Historically, working mothers have had even higher ambitions in the workforce than working women in general.1 This ambition may drive them to excel in budgeting and financial matters that can help them manage their family’s finances. What should working moms...
6 Money Myths That Are Limiting Your Wealth

6 Money Myths That Are Limiting Your Wealth

When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of Prometheus (who stole fire from his fellow gods to give...
Gen Z Should Be Your Retirement Role Models


Gen Z Should Be Your Retirement Role Models

Tips to help your retirement planning as you move towards your goals. Generation Z, the youngest working generation, is commonly thought of as being consumed with the present and uninterested in the future. However, recent research has shown that this stereotype may...