Tag: personal finance

College Saving: How Does a 529 Plan Compare to a Roth IRA?

529 plans were created back in 1996, to give individuals and families a tax-advantaged way…

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Don’t Delay: The Potential Benefits of Starting to Save Now

For long-term investment goals such as retirement, time can be one of your biggest advantages.…

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Student Loan Debt: It Isn’t Just for Millennials

It's no secret that today's college graduates face record amounts of debt. Approximately 68% of…

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What You Can Do With a Will

A will is often the cornerstone of an estate plan. Here are five things you…

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Managing Debt While Saving for Retirement

It's a catch-22: You feel that you should focus on paying down debt, but you…

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Future of the Federal Estate and Gift Tax

While no one can predict the future, the possibility of tax reform is once again…

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Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown…

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Four Numbers You Need to Know

When it comes to your finances, you might easily overlook some of the numbers that…

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Are You Ready to Retire?

Here are some questions to ask yourself when deciding whether or not you are ready…

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Is Smart Beta a Smart Strategy for You?

Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the…

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