This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the future value of your current savings.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.