Blog Archives

How to Plan for College Using The 529 Plan

Next to saving for retirement, your biggest financial challenge is probably saving for your child’s college education.  College costs have skyrocketed!  People wonder how they will afford the cost of a college education in the future.  A 529 College Savings


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The Difference Between an IRA and a Roth IRA

Deciding whether to open an IRA or  a Roth IRA is a major decision with potentially large financial consequences. Both forms of the IRA are great ways to save for retirement, although each offers different advantages and rules. 


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Seven Things Every Taxpayer Should Know

1.  Know Your Tax Bracket This is where every taxpayer needs to start.  What is your tax bracket?  If you don’t know this number, just pull out your tax return from last year.  Look at the taxable income and look


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