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ABLE Accounts in Wisconsin: Key Things to Know for WI Residents

Walkner Condon Financial Advisors

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. However, there is one account that we haven’t covered before and doesn’t get a lot of attention when considering the alphabet soup of account types – an ABLE account.

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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.

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7 Best Personal Finance Courses in 2024 For Beginners

Trade Brains

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

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What Are I-Bonds? Plus Creative Ways To Include Them In Your Investment Plan

Gen Y Planning

You can purchase them electronically via Treasury Direct or use your tax refund to buy a set amount of paper certificates. Plus, you can redirect up to $5,000 of your tax refund to purchasing these bonds (if you do this, you’ll actually get a paper bond). Every individual can buy up to $10,000 in electronic I-bonds per year.

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8 Best Mutual Fund Courses 2024 – Top Mutual Fund Courses

Trade Brains

The Mutual Fund Investing course for beginners is a comprehensive video-based course divided into 3 modules. The course covers what are mutual funds, types & terminologies of mutual funds, SIP, advantages, risks involved, regular vs direct funds and taxes in mutual funds. You can enroll in the course here.

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How Financial Professionals can Help Clients Save for College: 529 Plans

Nationwide Financial

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) These accounts can help your clients’ beneficiaries save for college and the funds can be used for various expenses relating to K-12 and higher education.

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What are the Different Types of Financial Advisors?

WiserAdvisor

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. They help prepare a retirement plan based on a client’s financial needs and goals.