Holiday gift giving alternatives

Although the holiday season is supposed to be a relaxing and memorable time spent with family and loved ones, many people often feel pressured to find the perfect gift. Grandparents and parents in particular may find it difficult to get gifts that younger family members really want and will find…

How to handle unused 529 funds

The rules and regulations surrounding how 529 plan money can be used, are important to understand. While we believe that these plans offer a good option for college funding, failure to comply with guidelines associated with the plan can lead to penalties. 529 plan earnings grow federal tax-free and are…