529 College Savings Plan Unused

529 College Savings Plan Unused What to do with an unused 529 college savings plan You have done your due diligence and opened a 529 college savings plan for your child. The account has grown, and your child is just about ready to enroll in college. Suddenly, your child’s need for the account...

9 Financial Planning Mistakes Part 3

9 Financial Planning Mistakes Part 3 In installment one and two six classic financial mistakes in executing a personal financial strategy were identified based on my observations of behavior over the last 40 plus years. Six of the topics include: Thinking Taxes are the Exclusive Answer, It Is Not a Good...