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Looking Forward

Both stock and bond markets have been challenging this year, but it’s important to focus on what this tends to mean looking forward.

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A Bear Market is Officially Here

A bear market is officially here thanks largely to stubbornly high inflation. It has likely felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record high until Monday.

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4 Costly 529 Plan Mistakes To Avoid

For many parents, 529 college savings accounts may be a way to invest for your child’s future while perhaps saving money on taxes in some states. However, these 529 accounts have some challenges that may lead you astray if you do not pay attention. Here are four of the costliest 529 mistakes you might make.

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Grow Old with Me – Live (Almost) Tax-Free

While the income of older Americans may be freer from encumbrances of children or work- related expenses, the expenses of daily living must still be planned for cautiously. Income must be managed appropriately so that it’s available to meet ongoing expenses, and higher health care costs.