Work with a CERTIFIED FINANCIAL PLANNER™ In today’s complex financial landscape, achieving financial goals can be challenging and overwhelming. Whether planning for retirement, saving for your child’s education, or looking to grow your wealth, having a CERTIFIED FINANCIAL PLANNER™ beside you can make all the difference. The significance of partnering with a CFP® cannot…
The Little-Known Way Parents Are Beating College Tuition Hikes By Ashlea Ebeling College tuition is among the biggest expenses families face, but there is a little-known way to lock in tuition prices at lower levels. The Private College 529 Plan is a cousin of traditional 529 plans, but it works differently: It lets families lock…
Illustration: Qianhui Yu The Best Gifts for Mom in 2023, From $33 to $9,500 By Lisa Fleisher May 8, 2023 When you ask moms what they really want for Mother’s Day, you’ll inevitably get a wide variety of responses, such as a day to myself; a night at a hotel, alone; a spa getaway, alone; and maybe, some wine and cheese. I…
Kristin McKenna, Senior Contributor April 21, 2023 Losing a spouse can be an overwhelming and emotional experience. While it’s possible to organize financial documents ahead of time, there’s no way to truly prepare. Unfortunately, during the grieving process surviving spouses also need to navigate the complex financial issues that arise after the death of…
Tax Day Tip! Now that your taxes are filed, keep an eye out for IRS-related scams The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year. (1) As a result, it’s important to always be on the lookout for suspicious activity so that you don’t end…
Celebrating Financial Literacy Month This month at The H Group, we are celebrating Financial Literacy Month and will highlight free financial educational programs available online. We are dedicated to providing the tools needed to make smart financial decisions for you and your family. Let’s begin with teaching our children about money. Visit Financial Literacy for Kids: Lessons, Activities, Delivery Tips…
3 Simple Steps to Building Wealth By THE INVESTOPEDIA TEAM Building wealth is a topic that can spark heated debate, promote quirky get-rich-quick schemes, or drive people to pursue transactions that they might otherwise never consider. But is “three simple steps to building wealth” a misleading concept? The simple answer is no. Basically, to accumulate…
How can I minimize taxes on my estate? This question may seem simple, but the answer is not so easy. In fact, there are experts who make their living answering just this question. Estate tax liability depends on the year in which you die and the value of your estate when you die (see the…
Should I choose a single life annuity for my pension or a joint and survivor annuity that makes payments to my spouse when I die?
By ANDREW SCHWARTZ | Reviewed by MARGARET JAMES | Fact checked by SUZANNE KVILHAUGDec. 30, 2022 It is important for everyone to reset their personal finances and their goals for the New Year. Did you make any resolutions concerning your personal finances last January? If so, how did you do? Did you attain your goals or…