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Have Leftover 529 Funds? Expert Strategies for Unused Balances
Excess 529 funds represent both a challenge and an opportunity, and knowing your options is essential.
By Marguerita Cheng Published
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Financial Planning Now That Your New Baby Has Arrived
First, congratulations! Second, a seasoned wealth adviser is here to share his knowledge and experience of planning for and protecting the future of his newborn.
By Kara Duckworth, CFP®, CDFA® Published
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How Does an Employee Stock Ownership Plan, or ESOP, Work?
Here's what an employee needs to know about how they can benefit from the growth of their company through these plans, as well as info on accumulation, vesting and distribution.
By Peter Newman, CFA Published
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Don’t Let Menopause Derail Your Career
Here are some steps you can take if menopause symptoms are affecting your job, including talking to your manager — you might receive more support than you think you will.
By Terry Weber Published
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Are You an Emotional Miser With Your Employees?
Managers who show their appreciation have much happier workers. Some employees even rank appreciation above pay for job satisfaction.
By H. Dennis Beaver, Esq. Published
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You’re Fired? How AI Could Change the Labor Landscape
Machines replacing humans in the workplace is not new, but today’s advances in artificial intelligence could affect hundreds of millions of jobs.
By Neale Godfrey, Financial Literacy Expert Published
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Biden Cancels $37M in Student Loan Debt for Phoenix University Borrowers
Student loans for 1,200+ Phoenix University enrollees cancelled over misleading ad campaign.
By Joey Solitro Published
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Using a 529 Plan? Here’s What to Keep in Mind
As the school year progresses, ensure you’re using the money for qualified expenses and keeping track of documentation. Taxes and options for unused funds are also considerations.
By Julie Virta, CFP®, CFA, CTFA Published
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Older Doctor Just Wants to Work, But New HR Boss Changes the Rules
How do you respond when a new person comes in and won’t honor the agreement you made with their predecessor?
By H. Dennis Beaver, Esq. Published