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Some (not all) contributions to your 529 account need to be reported on your tax return, along with some (not all) distributions made from your 529. That's not confusing at all, right?
To determine home equity, a homeowner first needs to know the home's current value. All lenders will require a home appraisal with costs normally paid by the homeowner.
Goal-setting is a never-ending process. As your finances change, so will your goals. Time is of the essence. Defining goals early on can provide flexibility to adapt to life’s changes rather than accept the reality of a situation.
The most apparent change to the household of a newly minted stay-at-home parent is the loss of income. How do you navigate those problems and others?
Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax diversification is an important piece to “afford” flexibility.
The tax savings experienced from dependent care FSAs are nice, but avoiding lost contributions at the end of the year should be the primary goal!
Having a say in every little detail of a brand new home sounds appealing, but be sure to weigh your financing options and consider the risks before breaking ground!
Getting married shouldn’t mean taking on new debt. Start marriage off on the right foot by defining your budget and sticking to it. It’s possible to throw an above-average party at below-average costs! Here are some helpful tips.
Many students have financial decisions to make due to the COVID-19 pandemic. How does the CARES Act affect student loan borrowers and those who used a 529 plan for college expenses?
Saving for retirement outside of a company-sponsored retirement plan—such as a 401(k)—might be easier than you think. But before you go and open a Roth IRA, there are some things that you will want to know.
As important as it may feel to conquer your student loan debt, do not lose sight of setting money aside for your future. Develop a savings strategy that aligns with your financial goals.
Unsure of what to get your nieces and nephews, brothers and sisters for the holidays? Teaching your loved one about the power of investing and compounding interest could lead to big rewards in their future.