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Financial Goals: Why They Can Be Useful

When I was younger and met with financial advisers, they often asked about goals. Honestly, this question stumped me. I had no idea what type of life goals and financial goals I should have. Fortunately, I saved and invested without a clear vision. In retrospect, I see why goals are useful if not for wealth-building, then for piece of mind.

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.