Should You Use 529 Plan Funds on K-12 Education?

Federal law says you can, but you may want to think twice about it. Provided by Kenneth Hagel When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles known as 529 college savings plans. Funds from these accounts may now be used

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Update Your Estate Plan to Take Advantage of Tax Reform

Wealthy? MarketWatch shows you why it is smart to update your estate plan to take advantage of tax reform:

Can You Guess the 4 Major Expenses That Risk Drawing Down Retirement Savings?  

Tolerate the Turbulence

Look beyond this moment and stay focused on your long-term objectives. Provided by Kenneth Hagel Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Since the end of World War II, there have been dozens

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News by the Numbers

Five noteworthy figures from the previous week 2.00-2.25% The new target range for the federal funds rate. The Federal Reserve raised interest rates by a quarter point last week, making its third rate move of 2018. The announcement was notable for another reason: the word “accommodative” was absent from the central bank’s latest policy statement.

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Choosing a health insurance plan this fall?

Are you choosing a health insurance plan this fall? Read this Forbes article:

When Is Social Security Income Taxable?

To find out, look closely at two factors. Provided by Kenneth Hagel Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above a certain yearly

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The Problems from Dying Without a Will

Referencing the passing of Aretha Franklin, MarketWatch notes the problems from dying without a will:

Save & Invest Even if Money Is Tight

For millennials, today is the right time. Provided by Kenneth Hagel If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start. There is only one

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Starting a Roth IRA for a Child or Grandchild

This early financial decision could prove profoundly positive over time. Provided by Kenneth Hagel Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild save for future goals by assisting them to create and

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