Saving for college with a 529 Plan is a smart move—but what if your child graduates and there’s money left in the account? From changing beneficiaries to rolling funds into a Roth IRA, here are five creative ways to make the most of your leftover 529 savings while avoiding unnecessary taxes.
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Should College-Bound Kids Have Their Own Credit Cards?
Handing a credit card to a young adult can make a parent nervous. But there are tangible benefits to consider, especially when sending your kids off to college.
Why the Fed Cut Rates and What it Means
The Federal Reserve lowered the target for the Federal Funds rate by a quarter of a percentage point. The cut was expected; but was it enough, and where is the Fed headed from here?
Are Health Savings Accounts Right for You?
Health Savings Accounts are evolving and becoming more popular every year. Learn if you are eligible, what the benefits and drawbacks are, and how best to leverage it.
Can I Appeal My Homestead Rebate Application?
This article originally appeared on NJMoneyHelp.com. Learn if you can appeal your homestead rebate if you missed the deadline.
9 Common Mistakes to Avoid in Retirement
Retirement is supposed to be enjoyable. But every day people make mistakes that derail their plans to live comfortably in retirement. Read about the most common pitfalls you can avoid.
Why the Federal Reserve May Cut Rates, and What it Means for Your Portfolio
The Federal Reserve Open Market Committee has met and decided not to change interest rates. They are, however, considering a future rate cut. Here is why this is a curious move.
Darren Zagarola Elected President of the Board of Directors of Princeton Adult School
Congratulations to Darren Zagarola on being elected President of the Board of Directors of the Princeton Adult School. Learn more about how Darren plans to help.
Howard Hook Joins Forbes Finance Council
Howard Hook has been invited to join the Forbes NY Finance Council. Read more about this exclusive organization.
Don’t Let Your Family Fall Apart After You’re Gone
We invest time in our families trying to ensure that our heirs live healthy, prosperous, and loving lives, long after we’re gone. But death can bring out the worst in people. Here’s how to ensure your money and legacy do not leave your family in turmoil.
The Hidden Cost of Your 401(k)
401(k) balances are near all-time highs, leaving retirement savers feeling pretty good about themselves and their futures. Eventually though, we all have to take distributions from those accounts, and that includes paying taxes. To lessen the tax bite, financial pros recommend a few key tips.
Does Work Ethic Fade with Inheritance?
Will you leave your assets to your heirs? Do you worry if an inheritance will impact them negatively? This article discusses how to determine how much to leave loved ones, and if that money should come with strings attached.
Use Discipline to Become a Middle-Class Millionaire
There aren’t many shortcuts to becoming wealthy. Regardless of its source, saving and investing properly are still the keys to its longevity. Learn some strategies that create middle-class millionaires.