Guidelines for Using 529 Funds
When it’s time to switch gears from saving for college to paying for tuition, you’ll want to know how to access your 529 funds. Here are some tips for getting started.
When it’s time to switch gears from saving for college to paying for tuition, you’ll want to know how to access your 529 funds. Here are some tips for getting started.
Contributing the full allowable amount and leveraging an employer match are time-tested ways to grow your 401k. But there are a few more strategies you can employ to supercharge your retirement plan.
As an executive or high earner, you may have the option to participate in a deferred compensation plan through your employer. Here’s what to consider when deciding if deferring is right for you.
Using margin not as a trading tool but as a cash management tool can be a savvy way to fund short-term needs and minimize taxes. Learn how and when a margin strategy may make sense for you.
What’s the best way to introduce your kids to investing? Help them establish a Roth IRA. With summer coming to a close, now may be the perfect time to turn those first hard-earned dollars into the foundation for a successful financial future.
With the U.S. market up just 5% and the hottest stocks returning a whopping 50% to 100% this year, some investors may fear they’re missing out. Should you worry? No. Whether it’s Netflix, Amazon, or any one of today’s top stocks—you already own them.