What Families Should Do With Leftover 529 Plan Money
Leftover 529 funds? Families can use them for education, student loans, or even Roth IRA rollovers.
How To Use 529 Plans For Non-College Education
529 plans cover trade programs, apprenticeships, licenses, and required CE. Learn how to verify eligibility and keep withdrawals tax free.
Lively HSA Review: Pros, Cons, And Alternatives
In this Lively HSA review, you’ll learn about eligibility, how an HSA with them works, and how you can invest via Charles Schwab.
Thinking About Buying Bitcoin? Start Here
Here’s what you need to know if you’re thinking about buying Bitcoin or investing in cryptocurrency for the first time.
How To Pay For College With A 529 Plan [529 Plan Distributions]
Taking money out of a 529 plan is more complicated than putting money into a 529 plan. Here’s how to take money out without getting penalized.
How Financial Advisors Get Paid: AUM vs. Fee-Only vs. Fee-Based
Learn how financial advisors get paid, from flat fees to AUM to hybrid models, and what it means for your money.
How To Start An Investment Club (And Other Alternatives)
How to Start an Investment Club gives a step by step guide to starting an investment club, including legal organization and meeting agendas.
Robo-Advisors: What They Are And How They Work
Robo-advisors are platforms that use algorithms to automate investments on behalf of clients with minimal to no human intervention.
Dogs Of The Dow Investment Strategy Explained
Learn how the Dogs of the Dow strategy works and why it appeals to income-focused investors.
How To Plan Your Portfolio For A Stock Market Crash
Worried that the stock market might be due for a pullback? Here are the steps you can take to plan your portfolio for a stock market crash.
Fidelity Investments Review: Pros, Cons, and More
Fidelity provides a great service to those who want simplicity, low rates per trade, mobile accessibility, and in-depth research.