Every year, the middle of April marks the end of the federal tax return filing season. For many Americans, that can mean seemingly endless forms, pay-stubs, and other paperwork. However, tax time can also be a unique opportunity for saving for your future! You can maximize tax time in three easy ways and have your […]
The recent tax bill expands 529 savings plans to include expenses for elementary and secondary education. And, the annual gift tax exclusion has increased. This is big news for education savers – no matter how much you are saving!
Congress wanted to make it easier to save for education. Traditionally, 529 plans have been used […]
Conventional wisdom says you should pay off your credit cards before saving for retirement. While it’s generally true you should pay off high-interest credit card debt as quickly as possible, there are a few situations where retirement savings should come first. Let’s look at the benefits of each approach.
Benefits of Paying Off Credit Cards First
Living and Saving as a Millennial
The generation of the internet age is one of the largest and most diverse in the U.S. Although Millennials have been defined by a relationship to technology, the generation has been steadily redefining adulthood. Millennials have adapted and endured in a post-recession economy, their social and global values have inspired […]