Tag Archive: Networking

How 529 Plans Help Families Save for College

What is a 529 plan? An investment plan operated by a state or educational institution, with tax advantages and potentially other incentives to make it easier to save for college and other post-secondary training for a designated beneficiary, such as a child or grandchild. What…
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Financial Planning for People with Alzheimer’s

Many people are unprepared to deal with the financial consequences of a serious illness such as Alzheimer’s disease. Legal and medical experts encourage people recently diagnosed with a serious illness — particularly one that is expected to cause declining mental and physical health — to…
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