Retirement planning and college funding are, for many parents, hopelessly connected. The reason is simple: Whatever is spent on college usually comes at the expense
Did you know it’s possible for a grandparent to gift $10,000 to a grandchild for a college education and end up costing the family up
Mantaining a sound investment strategy can help put your children on the road to a valuable four-year college degree. Did you know that on average,
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
The Big Picture:
For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.
