The ABC’s of Section 529 College Savings Plans
Discover how 529 plans offer exit strategies for unused funds.
Discover how 529 plans offer exit strategies for unused funds.
Money inside a Roth IRA accumulates without having to pay taxes on the growth or dividends/interest each year. Justus Morgan explores other considerations when pondering “to Roth or not to Roth.”
Discover the latest information on savings bonds and the upcoming deadline to purchase Series I bonds at their current rate.
Justus offers three immediate things you can do to jump start your financial well-being in 2024.
Even with one of the worst years ever, bonds are still an important component of a diversified portfolio.
Many financial decisions are emotional ones. If we can apply a couple of strategies to better understand our emotions, we can also make better financial decisions
There are a number of different FIRE models with the same eventual goal of achieving financial independence. Read more in Justus’s ToYourWealth column
Do you have adequate “rainy day” funds, appropriate debt levels, and an investment plan built around your risk tolerance and financial objectives?
Contribution limits for your 401k/403b have increased for 2023. Take advantage of boosting your retirement savings.
The tax code includes several incentives to encourage us to donate to charities which allows you to stretch your donations even further.