Help grandkids prepare for the future

Help grandkids prepare for the future

  If you’re a grandparent, you don’t need Grandparents Day, observed on Sept. 12, to remind you of the joys of having grandchildren. Yet, you might want to use this day as an opportunity to think about ways to help provide for your grandchildren’s future. The...
Help grandkids prepare for the future

Ranking your goals: A smart move

  Like most people, you may have several financial goals. But can you reach them all? It would be simple if you had great wealth. But you’ll likely need to rank your goals in terms of their importance to your life and then follow appropriate strategies to achieve...
Help grandkids prepare for the future

529 plans: Not just for college

  If you’ve heard of 529 plans, you might think they can only be used to help pay for college. And you wouldn’t be alone: Less than one-third of adults properly identified that a 529 plan can be used for more than just higher education, according to a survey by...
Help grandkids prepare for the future

Review your IRA, 401(k) beneficiaries

  If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: “Am I contributing enough?” “Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?” But here’s one inquiry you...