With over 4,000 four-year colleges to choose from, coming up with an ideal college list that fits the family’s goals and resources, and the student’s qualifications is a complicated task.
New Low Cost Accounts to Help Those with Special Needs
Those with a family member with special needs often encounter challenges in helping to support them while not undermining access to key government programs. In response to this concern, the ABLE Act was enacted in 2014 permitting the creation of low-cost, tax-advantaged accounts to benefit those with disabilities.
Learning From Your New Tax Return
Since the IRS released its tax withholding guidelines last year as a result of the tax cut legislation, I’ve been concerned that many would owe a significant amount when they file their 2018 taxes.
Should You Go to the Most Elite College
It’s an important question to ponder before bribing a college coach for a golden ticket, but also for parents who are considering college acceptance letters and wondering which one their child should take.
Use Tax Smarts to Hasten Retirement
There are superior alternatives to the conventional wisdom, and with some tweaks you could achieve a “portfolio longevity” increase of over three years.
Should You Care How Much Your Investments Cost?
Do you know how much your investments cost and, more importantly, should you care? After all if your returns are enough to achieve your financial goals isn’t that all you need? It turns out that the costs of your mutual funds, retirement plan choices, and other holdings are important to monitor.
Public and Nonprofit Employees Can Supercharge Their Savings
One less known benefit of being a Public or Nonprofit employee is that they can save much more of their income on a tax-advantaged basis than those in private industry. If through a combination of higher earnings and frugality you can live on far less than you earn, check out these retirement plans.
Feel the Financial Burn
This column is another in a series on good financial habits within your control, as opposed to annual stock market returns, which are not. Last time we got to work on your estate plan, while today we’ll uncover in under an hour how much you spent and saved last year.
Freaked Out About the Market? Resolve to Get Your Estate in Order
Today we’re going to cover an important topic regardless of market performance: putting an estate plan in place. It’s not the most scintillating or upbeat topic but is critical.
Does International Investing Still Make Sense?
From mid-1970 through October 2018, the US focused portfolio had a 9.8 percent annual return. The global one averaged 9.7 percent per year. In short, the portfolios performed almost exactly the same.