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529 Plans: Everything You Need to Know529 Plans 529 plans offer convenience and potential tax benefits when saving for education. That said, there are still a range of rules you’ll need to know (and follow).
By Elaine Silvestrini
529 Plans -
Real-World Examples of Societal Impact That Can InspireWhat motivates the creation of societally impactful ventures? We can find some answers in the invention of a life-saving gadget and an author's book.
By H. Dennis Beaver, Esq.
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Why Turning 60 is a Good Time to Start a New CareerWhy going back to work after 60 is as much mental as it is practical, and often exactly what you need most.
By Kathryn Pomroy
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How to Keep Your Work Friends After You RetireWork friends can make the toughest days better. While retiring changes your daily rhythm, it’s also a good time to curate a community built on shared passions. Here’s how.
By Kathryn Pomroy
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Is AI-Generated 'Workslop' Ruining Your Work Relationships?A coworker's poor work that was generated by AI and not edited for accuracy or quality is the latest headache in the workplace. You address it without drama.
By Allison Gerrard
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Should we fund our grandchild's 529 or our retirement?We're 54 with $1.8 million saved. My wife wants to start a college fund for our grandchild, but I think we should keep funding our retirement. Who is right?
By Maurie Backman
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Want to Quit the 9-to-5? This 8-Point Plan Can Get You ThereLeaving your job to step out on your own is doable, but you'll need a concrete financial plan to get there. This checklist can see you through the process.
By Anthony Martin
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529 Funds and a Roth IRA: How to Use One to Jumpstart the OtherWant to boost your retirement savings? You can roll over unused funds from your 529 plan into a Roth IRA, tax-free, as long as certain conditions are met.
By Erin Bendig
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4 Ways Parents Can Help College Grads in a Tight Job MarketDespite a weak entry-level job market, the college degree's return on investment is still achievable for this year's grads. Here's how parents can help them.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
