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College Savings: Coverdell ESAs and 529 Plans

College Savings: Coverdell ESAs and 529 Plans

Let’s take a closer look at two of your education savings options. Start saving early for your child’s education. The sooner you start saving, the more opportunity your money has to grow. 529 college savings plans and Coverdell Education Savings Accounts...
8 Money Lessons to Master by Age 31

8 Money Lessons to Master by Age 31

Learn the financial skills you should have by 31? Here are eight skills you need for your financial future. Okay, so you’re approaching age 30, and you’re wondering, “Have I learned everything I should know about money?” Here are eight...
Talk with Aging Parents

Talk with Aging Parents

Here’s a checklist to start with: Organize important documents such as a will, marriage and birth certificates, military records, titles to property, insurance policies, power of attorneys, advanced directives such as a living will, financial account information,...
Talking retirement with your parents

Talking retirement with your parents

Is it time to have “the talk” with your parents? Discussing your parents’ retirement plans with them might be as uncomfortable as the “birds and bees” conversation they had with you. It still needs to happen. Knowing how they plan to finance their retirement will...
Car Loan 101

Car Loan 101

I encourage you to pay cash for your cars, but I acknowledge that sometimes you need a vehicle loan. Here’s what you should know when considering a car loan: Car loans come with interest, like any other time you borrow money. Your monthly payments...