
A Positive Change for 529/College Savings Plans
There was a change made to the rules for 529 plans with the new tax bill last year. Let's talk about how it expands the uses for "college" savings plans.
There was a change made to the rules for 529 plans with the new tax bill last year. Let's talk about how it expands the uses for "college" savings plans.
2018 is officially in the books. How about we review some of the market data now that the year is over.
I thought I would share some highlights of what I am planning for 2019. I promise it is an easy read.
Everyone should have rules when it comes to their investing. The best rules can be condensed down to an index card. Why? First, to keep it simple. Second, to be able to pull out the card in times like now when the market has been so ugly.
My older son is in the midst of a search for college. I thought I would share some thoughts from someone who went to college a million years ago.
Everyone thinks of themselves as being above average. It is nicknamed the Lake Wobegon effect. Well, if you had been an average investor the last decade you would have outperformed some of the "greatest" investment minds out there.