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Who Can Benefit from a 529 Plan
Category: Financial Planning
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
Who Is Your Team’s Financial General Manager
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
Who Run the World? Girls!
Category: Financial Planning
Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.
Who Should Care About the CARES Act? You!
Category: Financial Planning
Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�
Why I Hate New Year’s Resolutions
Category: Financial Planning » Behavioral Finance
Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.
Why I Try Not to Pay Attention to the News
Category: Financial Planning » Behavioral Finance
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.