The Aversion to Market Returns
Americans have almost no affinity for the concept of average, or in the case of the stock market, market returns. From the time we’re very young most of us are […]
Donor Advised Funds: Making the Most of Your Charitable Giving
In and of itself, philanthropy is a powerful and rewarding exercise. When planned and organized effectively, it can transform from a meaningful annual endeavor into a tax efficient strategy that […]
Cash in on Your Retirement with a Cash Balance Plan
Most retirement plans fall into one of two general categories: defined benefit plans or defined contribution plans. Both provide retirement benefits, but they differ in the way benefits are calculated […]
Choosing a Beneficial 529 Plan
In Basics of a 529 College Savings Plan, we discussed the basics and qualified expenses of 529 plans. Once you’ve decided that you want to invest in a 529, it’s […]
Basics of a 529 College Savings Plan
Contributing to a 529 college savings plan is a great way to save for your child’s future. The 529 plan is a type of investment account, typically state sponsored, that […]
