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What is a 529 Plan? How to Make the Most of It
David Zuckerman, CFP®
What is a 529 plan? A 529 plan is an investment account with tax advantages used to pay for secondary and higher education expenses.
The Financial Implications of Retiring Abroad
JJ Burns, CFP®
Here’s what you need to know about the financial implications of retiring abroad so you can make the right decisions.
Financial Tips for Single Mothers
Lynn Ballou, CFP®
Being a single mother can be hard and stressful. Here are 8 financial tips for single mothers to help them with their finances.
Financial Planning for Entrepreneurs
Steven Podnos, MD, CFP®
Financial planning for entrepreneurs may include a great deal of complexity in helping the entrepreneur with their financial life.
The New Child Tax Credit: What You May Not Know
Jeanne J. Fisher, CFP®
For the 2018 tax filing season, this was the first year to leverage the new and improved Child Tax Credit deduction
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