Tag Archives for " 529 Plans "
Four Unique Attributes Of 529 Plans For Education Or Retirement
529 plans have become a popular way for parents and grandparents who expect their family members to attend and have the ability to save for advanced education. With new legislation recently passed,
Continue readingGiving From Your Heart & Head
The season of gratefulness and generosity is upon us. Do you want to do your financial gift-giving with an intention for optimal impact? Motivations around giving are very personal. Your financial
Continue readingEpisode 30 — What Could the Secure Act Bring to Your Financial Life? — Part 2
With all of the positive changes that new legislation can bring to our lives, it’s important to also consider the less appealing changes that can come with it. After uncovering the new possibilities
Continue readingEpisode 29 — What Could the SECURE Act Bring to Your Financial Life? — Part 1
Did you know there is a new piece of legislation called the SECURE Act that could possibly go into effect on December 31 of this year? When it comes to our financial lives, Danielle Howard is all about
Continue readingThe Rules – They Are A Changin’ (Again)
Things are brewing in Washington, D.C., that will impact your opportunities to build financial resources for your future. If you are, or know someone who is, winding down their accumulation years and ebbing
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