Thinking ahead about how investing can support financial goals is the purpose of planning. Naturally, there’s lots of talk about common planning targets: retirement and college. But there’s also consideration of how to achieve multiple goals at various stages of life — whether covering basic needs or leaving a legacy — and how taxes and tax planning could impact results. Articles in the planning category allow you to clarify how today’s decisions can impact efforts to grow, manage, and maintain wealth.

529 Plan Gifts, How to Ask

Have you set up a 529 plan for your child? Did you realize that it’s possible, even likely, that your parents want to contribute to this account? Learn how to ask for contributions and build your child’s college fund.