how-529-plans-can-now-fund-education-and-retirement Blog Related Topics 
Gen Y Planning
DECEMBER 4, 2023
This season, you may feel overwhelmed with articles and content online about how to level up your finances in the new year – they’re everywhere! Everyone rattles off ideas about different resolutions you can set, how to automate your way to your goals, or different “hacks” to help you double the size of your bank account and retire by 45.
WiserAdvisor
APRIL 19, 2024
While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Zoe Financial
DECEMBER 23, 2022
Considering how unexpected 2022 has been, below are a few steps you might take before kicking off 2023. To implement this strategy, first look at all your investments in your non-retirement accounts. Are they sitting on cash, investing like crazy, or just ignoring their monthly statements like everyone else these days?
Gen Y Planning
DECEMBER 1, 2021
But how is that penny earning anything? 50% on their savings account right now. When you save money, you store it in a safe, accessible place so you can have it when you need it. An excellent example of saving money is building up your emergency fund. An emergency fund is a fundamental component of your financial plan.
Gen Y Planning
JUNE 1, 2022
How can I-bonds help you out during high inflation? Bonds also generate income, making them a flexible part of your long-term cash flow plan. I-bonds can be an excellent inflation hedge; here’s why. who would have thought that bonds would have their moment in the sun? What’s an I-bond? Yes, Bonds Are Still Relevant.
Clever Girl Finance
FEBRUARY 20, 2024
4 Key things to remember Don’t forget to do your research Expert tip: Starting a business is a great way to invest 20k What can I do with 20k to make more money? And you’ll also discover their benefits, risks, and how to approach the decision-making process. So, Think outside the box! Is $20,000 a good amount to invest?
Clever Girl Finance
FEBRUARY 7, 2023
But with that being said, you can still build it into your long-term financial goals. In this article, you'll learn exactly what it is and also just how to build generational wealth for your family. Wealth takes many forms, such as real estate assets , investments, or a financial education to carry forward into the future.
Expert insights. Personalized for you.
64 
Let's personalize your content