529 Plan Ownership Rules Explained

529 plans are a great way for parents and grandparents to save for a child’s education, but the ownership rules can be complicated. Here’s how they work.

Plootus Review: AI-Powered 401(k) Analysis

Are you one of the many Americans unsure how their 401(k) is invested and whether it’s optimized to meet their retirement goals? Find out how Plootus can help.

How To Rebalance Your Investment Portfolio

With the stock market near all time highs, here’s how to rebalance your investment portfolio so that you don’t get caught with an exposed asset allocation.