Recommended 529 Plan Amounts By Age: Careful Saving Too Much

The 529 plan is one of the best was to save and invest for your children’s college education. Although you contribute after-tax dollars, your investments get to compound tax free. When used for qualified educational expenses, there are not taxes. Let us dig deep into the recommended 529 plan amounts by age. The appropriate 529

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Freedom Is Way More Valuable Than Money: Quarantine Edition Review

I moved from annual reviews to quarterly reviews this year, but with how quickly April flew by, I just had to write another! April was supposed to be a terrible month based on the downward trajectory we were experiencing in March. It was easy to imagine the S&P 500 heading below 2,000. However, financially, April

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Who Is Buying A Home During A Coronavirus Pandemic?

Are you wondering who is buying a home during a coronavirus pandemic? I’ve often wondered the same given there is so much fear mongering in the media. The housing market is now very strong as more people get vaccinated. However, right when the coronavirus pandemic hit in March 2020, transactions declined for several months. The

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Is Your Job At Risk? How To Protect Yourself From A Mass Layoff

Mass layoffs happen during bear markets and recessions. Let me show you how to protect yourself from a mass layoff if you feel your job is at risk. One of the most curious things about the stock market is that it’s slow to rise and FAST to fall. This phenomenon simply points to the human condition of

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