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Time to fly the nest: How young adults can find financial success

There’s something to be said for living with mom and dad. In fact, more and more young adults are opting to do just that thanks to things like student loan debt and high rents. Yet, there comes a time when they need to strike out on their own and become financially independent. Stephanie Ei …
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7 Simple Ways to Maximize Your 529 Plan to Help Pay for College

A 529 plan is a great option for families looking to save money for their child’s education. With college tuition rising so fast – up 168 percent over the last 20 years, according to U.S. News – it’s more important than ever to plan your finances carefully. 529 plans are state-sponsored and …

Busting Three Half-Truths About Reverse Mortgages

A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

Hashtag heroes: 10 RIAs to follow on Twitter

With Twitter celebrating its 13th birthday next month, here are 10 tweeting RIAs that are bona fide must-follows. 7. Larry Sprung Larry Sprung has a passion for helping others, both financially and emotionally. As founder and president of Mitlin Financial, this RIA shares personal finance t …

Breaking Down The Complex World Of Social Security Spousal Benefits

Social Security is part of the bedrock of retirement security in the United States. For one-third of all retirees, Social Security represents nearly all of their retirement income. For two-thirds of retirees, Social Security makes up more than half of their retirement income. Overall, Socia …

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying attention to make the most of them. Some of the best tax strategies with retirement savings can be complex and require a good bit of planning, without which the …
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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