Investing basics
-
Using a 529 plan as an estate planning tool
A 529 college savings plan isn’t just a good investment for your beneficiary’s future, it can also be used as an estate planning tool for you.
Read more -
Are certificates of deposit (CDs) the best place to park cash?
At first glance, CDs may look attractive to savers. Yet as the Fed cuts interest rates, yields are falling further. Other options—including short-term bond funds—may offer a more attractive way to put cash to work.
Read more -
3 reasons why it’s smart to gift to a 529 college savings plan
Looking for the right gift for somebody special? Consider giving to a loved one's 529 college savings plan. In addition to helping someone you care about reach their educational goals, there are benefits for you too.
Read more -
Looking for scholarships? 4 tips to help your search
Your child doesn’t have to be an elite athlete or class valedictorian to earn a college scholarship. There are millions of opportunities available. Here are four tips to help you and your child navigate the process.
Read more -
Understanding financial aid for college
Do you think you make too much money for your child to receive financial aid? You probably don’t. Over 60% of families earning more than $100,000 a year received financial aid.
Read more -
What is inflation and why does it matter to investors?
Inflation is the rise in prices of products and services that people use every day. When the cost of basic items goes up, individuals simply can’t buy as much as they could before. Here’s what you need to know about this closely watched economic indicator.
Read more -
4 things to know about municipal bonds and muni bond funds
Federal tax changes have sparked new interest in municipal bonds and muni bond mutual funds. We explore the key things to know about munis and their potential tax advantages.
Read more -
Budgeting for the hidden costs of college
When the time comes to plan for your child’s college education, there are a number of expenses that are more or less predictable. But there are many more hidden costs that are harder to plan for.
Read more -
What is liquidity and why is it important?
What is liquidity, why is it important and how can you tell a liquid asset from an illiquid one? We share the basics here.
Read more -
The benefits of working with a financial advisor
A recent survey suggests that working with a financial advisor may yield better outcomes than doing it yourself, especially when it comes to saving for retirement. Here’s what we found.
Read more