529 savings plans are a common choice for college savings, but they have another use that’s typically overlooked: estate planning. 529 plans have tax-deferred contributions, tax-free withdrawals (for qualified expenses,) and their contributions can be deducted from your taxable income. These features, plus the ability to change beneficiaries at any time, make 529 plans one […]
How to Prepare for a Financially Successful New Year
The key to a financially successful New Year is planning and preparation, and now is a great time to get ready for 2022. Review Your Year It’s difficult to move forward without knowing your current strengths and weaknesses, so spend some time looking back at the past year, or the past few. What goals did […]
Why Your Portfolio Needs Diversification
Your portfolio is meant to be a balance of riskier and more stable investments. Riskier options, like stocks, help you build wealth. More secure investments, like bonds, protect your portfolio from volatility. The challenge is in finding the right mix for you and your financial goals. The Importance of Diversification Your portfolio isn’t meant […]
2021 Quarter 3: Market Review
In the third quarter of 2021, we saw a bit of a pullback overall. This trend could be seen in markets at home and around the world. This followed a second quarter where we continued to see growth and expansion in the markets. There are some key reasons this may have happened, but first, here […]
What the Inflation Rate Increase Means for You
Inflation in 2021 was an expected response to the halted 2020 economy. There was a 5.4 percent increase in prices in June of this year, which is the highest inflation rate we’ve seen since 2008. That rate was also 5.4 percent in September, which was higher than anticipated. We knew the rise in inflation was […]
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