For the most part, 529 plans are a great vehicle for saving for college but there is one potential pitfall: if the funds are not ultimately used for college expenses, significant tax consequences could...
Learn MoreOne question many folks have when leaving a job is what to do with their 401K/403B. It most instances rolling over your 401K to an IRA makes the most sense, but in some situations the better option is to keep...
Learn MoreIn the financial advisory world, too much emphasis is often placed on the investment side of the conversation and not enough on issues like when to start collecting Social Security, which can have a...
Learn MoreIn my financial planning practice I spend a fair amount of time with people in a job transition. Recently I have spoken with a few people who pay for their health insurance through COBRA, not realizing that...
Learn MoreI am going to start out by explaining exactly what a bond is for those who are not familiar with bonds and how they work. Bonds reflect money that a company or governmental entity borrows to finance some...
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