Tag Archives | Planning for Parents

Section 529 Plans: Saving for College

Created in 1996, Section 529 plans offer a tax-advantaged vehicle for college savings. This article will explore the pros and cons of the plans and contrast them with other available savings options. Synopsis: Section 529 plans are state-sponsored college savings plans that allow flexibility in choosing a school and the opportunity for late starters to […]

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Financial Issues for Long-Distance Caregivers

Financial Issues for Long-Distance Caregivers As older friends and relatives increasingly need our help, it’s not always possible for us to move back to personally oversee their care. The same goes for younger loved ones who face sudden illness or injury that robs them of their ability to care for themselves. How can we best […]

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