529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts
From 529-to-Roth IRA Rollovers to Student Loans, learn the enhanced benefits of 529 Plans under the 2019 and 2022 Secure Acts.
3 Popular College Savings Accounts for Parents
When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and your family values.
Fiduciary vs. Financial Advisor: 5 Key Distinctions You Need to Know
Understanding the differences between a fiduciary and a financial advisor is crucial for making informed decisions about managing your finances.
Investing with a Roth IRA: Benefits, Rules and More
A Roth IRA is one of the most powerful investment accounts an investor can own. If done properly, all growth from your investments can be withdrawn completely tax-free in retirement
5 Things to Consider Before You Start Investing
Are you thinking of investing, but aren't sure where to start?Here are five things to consider before you invest your money. By understanding these basics, you can make more informed…
How the Founder of Worth-Life Balance Went From Welfare to Millionaire
This father used the power of investing to achieve financial freedom and help his family become first-generation millionaires.
How to Invest Biblically: 10 Bible Verses About Investing
Here are 10 Bible verses that provide guidance on how to invest, how not to invest and how to steward our investments.
5 Frequently Asked Questions About Index Funds
An index fund seeks to track the returns of a market index. Here are answers to 5 FAQs about these popular investment vehicles.
Understand These 3 Types of Fees Before You Invest in ETFs
ETF is an abbreviation for "exchange-traded fund." These funds can be traded on the market and often track different indexes and sectors.Vanguard’s VOO, for example, is an ETF that tracks…
Top 5 Personal Finance CPAs to Follow in 2021
These personal finance advisors and CPAs teach personal finance for beginners and help others improve their financial well-being