4 Tips for How to Set Up a 529 Plan to Benefit Your Business

529 education savings plans allow families to put away money for their children’s education without paying taxes on the earnings, as long as the withdrawals are used for qualified educational expenses and fall within the applicable annual limits. While many people may already have these set up for their children or grandchildren, they also make […]

The DOL’s New Fiduciary Rule: What it Means for Your Retirement Savings

The Department of Labor’s fiduciary rule has undergone several revisions throughout the years. The latest amendment aims to ensure that financial professionals consider their clients’ best interests when recommending retirement investments, products, and services. Back in 1975, when the regulations were first introduced, individual retirement accounts (IRAs) were in their infancy, and 401(k) plans didn’t […]

How Insurance Can Be Used for Retirement Planning

When people think of life insurance, the first thing that may come to mind is ensuring your loved ones are covered enough should something happen to you. It is a concern that more than half of all Americans consider, with at least 52% of them covered by life insurance in 2023 according to LIMRA. However, […]

Don’t Believe These Inflation Myths: Clearing Up Common Misconceptions

The primary cause of inflation is an increase in the money supply. It is generally measured in one of two ways: by analyzing the consumer price index (CPI) calculated by the Bureau of Labor Statistics (BLS) and the personal consumption expenditures (PCE) price index from the Bureau of Economic Analysis (BEA). The most popular way […]

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