If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about insurance policies? Real estate ownership papers? You may have your records organized in a way that works for you, but imagine what …
The Tax Cuts and Jobs Act has made 529 plans more flexible, such that parents can access these funds for younger students and to benefit their children who are disabled. Over the past 30 years, the average price of a public four-year institution of higher education has increased by 213%, while the average price for …
Tax Act Helps College Savers and Disabled Children Read More »
Discover what it means to be wealthy or successful. If you’re like most, it takes a few hard knocks to understand what life truly has to offer. Several years ago at the Berkshire Hathaway annual shareholders meeting in Omaha, Neb., a precocious 10-year-old investor stood bravely in front of a microphone and posed a weighty …
6 Wealth & Success Lessons From The Ultimate Gift Read More »
Each year, the Social Security Administration (SSA) announces the cost-of-living adjustment for the next year. Whether you are retired or not, you should be aware of what the changes mean. Last October the Social Security Administration announced that the cost-of-living adjustment (COLA) for 2020 will be 1.6%. The increase will show up in beneficiaries’ January …
The Cost-of-Living Adjustment and What It Means For You Read More »
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