As a Certified Financial Planner®, I firmly believe that if your primary goal is to fund your children’s or grandchildren’s education, a 529 college savings plan is the best option available. However, ...

With National 529 Day approaching on May 29th, benefit managers should start a conversation around the importance of supporting employees' long-term financial wellness. 529 plans are a tax-advantaged ...

529 savings plans offer a tax-advantaged way to pay for education. The money you invest in a 529 account grows tax-free, and you don’t pay capital gains taxes on your withdrawals if you use them for ...

Whether it’s picking up the steps of a new line dance or learning to order dinner and buy movie tickets in Italian, lifelong learning for seniors can lead to cognitive, emotional, physical and social ...

In my previous posts, we explored why summer feels so boring for kids and why traditional activity lists often make the problem worse. Today, I want to dive deeper into what child-led learning ...

The SECURE 2.0 Act of 2022 created an opportunity for employers to help their workers pay off student loans while still saving for retirement, but implementing this optional provision in connection ...