Eight Tips For Planning Your Retirement When You Don’t Have Children
When you don’t have children to help you through your golden years, your retirement planning may look slightly different.
How do I prove that a 529 distribution request is for college expenses and not some other purpose?
All 529 plans have procedures to ensure that a withdrawal is being used for the beneficiary’s qualified education expenses. Most plans will send a check directly to the educational institution. Others may send a check to you that you can then forward to the college. Your plan administrator can tell you what procedures you must […]
The Rich Investor Club Is Getting Crowded
More US households than ever qualify as accredited investors. Asset managers are thrilled, but democratization has downsides.
The economics of the tennis v pickleball contest
Don’t hate the new players—or the new game.
The end of lumber mania
What see-saw prices for wood tell us about America’s economic future.
Are my student loan payments tax deductible?
Your student loan payments might be tax deductible!
I have two children. Should I open one 529 account for both children or a separate account for each child?
That depends on your personal preferences. From a paperwork and account fee standpoint, opening one account might make sense. However, after factoring in other considerations, opening two accounts is probably preferable.
Market Week: July 1, 2024 (Video)
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To Be A Better Investor, Act Like Rip Van Winkle
Markets will ebb and flow over the years, and historically in an upward trajectory over time. If you’re concentrating on the day-to-day movement of the market, you may drive yourself insane with worry. And when you have increased anxiety over that day-to-day movement, you may be more likely to making decisions based on your emotions, […]
America’s $38 Trillion Retirement Pool Is Nowhere Near Enough
A pension expert says millions will find they can’t afford to quit their jobs, while others may be forced out of work before their nest egg is ready.