We’ve revisited some financial rules of thumb this month. Here are a few more bits of (maybe obvious) advice to achieve financial security. Simple portfolios work just fine. Investments don’t have to be complex or expensive to be good. …
Did you know that there is such a thing as too much savings? It’s true! Some people over save in their emergency fund. Or even in retirement accounts. Not everyone is the chronic over-spender the media would have you believe.…
Do you remember how when you started back to school, teachers would spend the first week or so reviewing things you learned last year? Probably to prime the pump for your brain to bring in the new information. In that…
The government just loves to roll out new investment tools and then spend the next 50 years tinkering with the rules. 529 college savings plans are no different. Lately there is good news and bad news on the legislative front.…
There are a lot of myths around 529 plan that keep people from opening an account. I’m not suggesting that everyone must use a 529 account to save for college (see next week’s blog for alternatives). However, it is a…
Writing blogs every week is hard work. Therefore, I love a nice series. Even better when it coincides with a season. August being back-to-school month seemed like a good time to share some college planning info from Michael Van Boening…
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