Beyond Bulls & Bears

529 plans: Not just for college
Wealth Planning

529 plans: Not just for college

529 plans offer tax-free savings for a variety of education expenses, including K-12 tuition, vocational training and apprenticeships. Our Bill Cass discusses the trends in 529 savings plans.

Special tax alert: House committee advances tax bill
Wealth Planning

Special tax alert: House committee advances tax bill

The House Ways & Means Committee advanced a comprehensive tax bill this week. Our Bill Cass discusses the key provisions and how they may impact taxpayers.

A 529 plan can be an effective component of an estate plan
Alternatives

A 529 plan can be an effective component of an estate plan

529 plans provide tax benefits, estate planning advantages, and flexible education savings. Our Bill Cass explains how 529 plans can be part of an estate planning strategy.

For students with college debt in default, it’s time to pay the bill
Wealth Planning

For students with college debt in default, it’s time to pay the bill

The federal government recently resumed student loan collections after a multi-year pause. This affects millions of borrowers who have been in forbearance since March 2020. Our Bill Cass outlines some options for borrowers in default.

The home stretch: Seven essential steps for pre-retirees
Retirement

The home stretch: Seven essential steps for pre-retirees

Preparing for retirement involves more than finances and should include a focus on health, wellbeing and goals. Our Mike Dullaghan explains why it’s important to start preparing 10 years ahead of retirement.