Possible Change in 529 Plans a Big Win for Savers

By Brian L. Mackin, CFP®
Included in the Senate’s recently passed tax bill is a provision that would make 529 plans much more useful. As a refresher, 529 plans are tax-advantaged savings programs designed to help families set aside funds for future education costs.
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The Shape of Consumer Finances

By Glen J. Buco, CFP®
In September, the Federal Reserve Board released their triennial Survey of Consumer Finances (SCF) which - collects information about family incomes, net worth, balance sheet components, credit use, and other financial outcomes.
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The Kids Eat Free

By Matt Cohen, CFP®, CIMA®
As the year winds to a close, taxes and gifting starts to be part of many investor’s conversations.
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