Skip to content
Looking for something?

Search here.

Seek and Find!

When Dana Gibson was feted at her 80th birthday party, several people attested to how she operates more like a 60-year-old than an 80-year-old. She travels extensively—though her exploring the wilds of Guatemala may have slowed down—attends Broadway plays and cultural events, plays tennis several times a week, hikes, volunteers at a church, is as active as many millennials, and looks 20 years younger than her age.
529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition. Much as 401(k) plans changed the world of retirement savings a few decades ago, 529 savings plans have changed the world of education savings.
A dramatic change has taken place in the way retirement is funded in America. Until recently, many workers relied on corporate pensions for a significant percentage of their post-career income.
There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from college. So, how do they do it?
An individual retirement account (IRA) is a personal savings plan that offers specific tax benefits.
Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor, disability, and other benefits, retirement benefits are still the cornerstone of the program.
Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are starting a family, are enjoying your peak earning years, or are preparing to retire, your employer-sponsored retirement plan can play a key role in your financial strategies.
Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing a trust requires the services of an experienced attorney, mastering the basics isn’t hard.
Viewing 25 - 32 of 114