Articles, Market Commentary
Past Commentary & Articles
The Private College 529 Plan, which is a pre-paid tuition plan, can help families who have their hearts set on sending their student to a private university.
Within the latest version of the Build Back Better Act, the budget reconciliation bill that contains pending tax reform, there are a few tax surprises worth noting. If you’re trying to prepare, you’ll want to watch this Savant webinar.
As the end of the year draws near, lawmakers in Washington are considering plans to limit “backdoor” and “mega-backdoor” tax saving strategies for certain high-income taxpayers. In September, the House Ways and Means Committee approved changes as a way to fund the $3.5 trillion Build Back Better Act.
Global supply chains that were severely impacted by COVID-19, continue to work through issues that caused more than 50 container ships to sit idle outside of West Coast ports. Resolving this supply-chain issue will help calm inflation fears. All this and more in the third-quarter 2021 edition of MarketWise!
Following the death of a spouse, some of us may feel pressure to make big decisions – including financial decisions – quickly. Ironically, this may be one of the worst times to think about money-related issues. If you or someone you know is grieving, here are some thoughts to guide you during this difficult time.
Demand for imported consumer goods continues to surge, while at the same time, there are significantly fewer workers required to maintain and operate these supply chains. Unfortunately, there’s no quick fix. The supply chain is currently on the operating table.
You may be dreaming of warmer weather and sunshine when you retire. But moving to another state involves more than you might think, including state and local tax and estate planning considerations.
When looking for a financial advisor, many people focus on investment performance. But it’s also important to think about the intangible benefits, such as financial education, behavioral coaching, legacy planning, and more.
According to the FBI, nearly 30 different types of scams affected senior Americans. Unfortunately, the use of sophisticated technology can make it difficult to identify scammers. Here are some common scams used by criminals to prey on older Americans and some tools you can use to avoid becoming a victim.
Many have heard the advice to max out your 401(k). But is that advice all it’s cracked up to be? While there is merit to setting a savings goal on a bi-weekly basis and automating that decision to invest in your future, is a 401(k) the best investment vehicle to use?
Determining if you’re ready to retire goes beyond reaching “your number.” It’s about designing a purpose-driven life that is filled with meaningful activities.
In November, many Americans will choose their health care benefits for 2022. You may have an opportunity to invest in a health flexible spending arrangement (FSA) or a health savings account (HSA). Selecting the account that is best for you depends on how you plan to use the money.