College Savings
College as an Investment, Not an Expense
Why should we look at college as an investment rather than an expense? The earlier you start, the easier it is when it comes time to go to college.
College Savings Plans: Then and Now
I went to college a long time ago, back before the invention of the 529 College Savings Plan. In fact, I had already been enrolled at Michigan State University…
Happy 529 College Savings Day
May 29th is 529 College Savings Day, a unified push by many states to increase awareness of the tax-advantaged college savings plans known as 529’s.
Recent Posts
Why You Should Get a Social Security Benefit Statement
By K. Bridget Schneider, CFP®, CRPC®When was the last time you got a copy of your Social Security benefit statement? If you are like many people, you may think you got one in the mail a year or so ago. However, it may have been several years ago. While...
How to Reduce Debt Quickly
Are you struggling to keep up on paying your debts? Do you have so many payments that there is nothing left over to put towards your future?
Why You Should Consider Sending Your RMD Straight to Charity
The QCD was first introduced in the Pension Protection Act of 2006. It was repeatedly extended, sometimes retroactively, until it became permanent as part of the Consolidated Appropriations Act of 2016.
Tips for Late-Start Retirement Planning
Last month we suggested a few reasons early retirement planning is important. That’s valuable information for Millennials, but what if you’re a Gen Xer?
Self-Employed Professionals Can Save Big on Taxes
Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands. You need to take advantage of whatever assistance is available, and this includes lowering your tax bill.
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Fax: 217.666.4188
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Lincoln, IL 62656
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