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5 Smart Ways to Use Leftover 529 Plan Funds After Graduation
Saving for college with a 529 Plan is a smart move—but what if your child graduates and there’s money left in the...
Is it Wise to Co-Sign a Loan? What to Consider First
A child buying their first car. A grandchild just starting out. A sibling needing help. When someone you care about a...
From Clueless to Confident: Teaching Your Kids Financial Responsibility
Are your kids ready to handle money on their own? Discover practical ways to teach financial skills that will set the...
Cutting Through the Noise: Two Crucial Questions Investors Need to Ask
In today’s news cycle, investors are bombarded with information, making it difficult to know whether they are p...
2025 Tax Law Changes: What’s in the One Big Beautiful Bill Act
Discover how the One Big Beautiful Bill Act changes taxes in 2025, including new deductions for tips and Seniors, an ...
Important Birthdays Over 50
Announcing your age as “and-a-half” dies out around the age of 12. But when you’re older, it starts...
Reminder: Second Quarter Estimated Tax Payments Due June 16
Estimated tax payments are important if you are self-employed, earn substantial investment income, or anticipate owin...
Oversharing Online Makes You an Easy Target for Cybercriminals
People share online to feel connected. It allows individuals to celebrate life’s milestones, stay in touch with...
May 29 is 529 Plan Day
May 29 is 529 Plan Day, a day to highlight the importance of these tax-advantaged college savings accounts. Here̵...