By: Jason P. Huffman, CFP®, AAMS™, Financial Advisor Data and policy actions cited are current as of May 11, 2026. This is the first article in a four-part series analyzing…
You’ve got options if your best-laid income plans veer off track. You saved decisively and proactively, invested prudently and accumulated a nest egg you’re proud of. Now, you’re ready to…
Today’s retirees spend their time and money on not-so-traditional pursuitsIt’s estimated that 10,000 baby boomers reach retirement age every day, according to the U.S. Census. While age may be a…
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings. The COVID-19 outbreak has upended normal life across the world, and higher education has been…
Learn more about what the savings in a 529 plan can help pay for. 529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that…
Learn about using 529 plans for more than just college savings. 529 plans were originally established to help families pay for qualified higher education expenses by offering tax-deferred investment growth…
Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of…
Interest in solar energy is soaring – and for good reason. Humans have harnessed the power of the sun since time immemorial, using it to tell time and start fires.…
Cost-saving innovations and new interest in ESG principles brighten companies’ outlook. As recently as 2010, renewable electricity – other than traditional hydropower – was regarded by many investors as little…
