Using 529 Plans Effectively
Over the years, my clients and I have developed strategies to use 529 plans effectively when building a college fund. Here are three …
Top 5 Articles of 2010
Here are the five most popular articles with our readers in 2010, our first full year of blogging:
Smart Year-End Investing Moves
From the November 2010 newsletter: As you feast on turkey and Black Friday sales this weekend, you may wonder what investing tasks you need to take care of before year-end. […]
Saving for College with 529 Plans
From the May 2010 newsletter: 529 plans are one of the easiest ways to save for your child’s college education. Investment earnings are tax-free as long as withdrawals are used […]
Top 3 Problems with 529 Age-Based Options
529 plans are a great way to save for college, and most offer a very simple investment option called an “age-based option.” This option automatically shifts your portfolio towards bonds […]