Posts Tagged ‘529 plan’
S4-19: Term vs Whole Life Insurance, 529 Plans & Should My Parents Use an Advisor
On this week’s episode of Finance Explained, Meghan covered how insurance works, including the difference between term life insurance vs whole life, and the decision to pay a management fee for a financial advisor. She also touched on the value of obtaining a CFP certification, the tax benefits of 529 college savings plans, updates on…
Read More >>>S4-17: Long-Term Care Insurance & Investing for Kids
On this week’s episode of Finance Explained, Meghan discussed personal finance and economic news, addressing concerns about long-term care insurance and options to consider when investing for kids. Meghan also discussed tcurrent market conditions and the upcoming Fed meeting. Finally, she discussed the topic of pre-paying for funerals and the associated costs. Listen below for…
Read More >>>S4-10: Budgeting for the Holidays & Choosing a 529 Plan
On this week’s episode of Finance Explained, Meghan discussed concerns about rising HELOC interest rates. Meghan discussed the challenges many families face this holiday season due to inflation and uncertainty in the economy, encouraging individuals to set their own boundaries with their personal finances when budgeting for the holidays. Meghan discussed the best type of account…
Read More >>>S4-9: US Consumer Credit Rising, Finance in Mainstream Media & Planners vs. Advisors
On this week’s episode of Finance Explained, Meghan discussed the operation of a 529 Plan, how to save money on school photos, the WeWork bankruptcy and its implications for commercial real estate and banks more broadly. She also covered the differences between a financial planner and a financial advisor and the latest from the Fed…
Read More >>>How to Choose the Best Investment Accounts for Beginners
Heading into the new year, you all expressed a desire to learn more about investing and planning for retirement. This post kicks off a series on How to Invest Money (When You’re Just Getting Started)… it starts at the beginning with choosing the best investment accounts for beginners. Because before you can invest a single…
Read More >>>Are You Worried About How to Pay for Your Kid’s College?
How do parents pay for college? This is one of the questions I get asked more by moms than just about any other. We obviously all want the best for our children’s future, but the cost of our children’s future education is astronomical (and growing larger by the year). It is no wonder it keeps…
Read More >>>The Best Way to Save Money for Kid’s College
How to Set Up a College Fund in Minutes
Are You Worried About the Cost of College?
This is a sponsored post on behalf of The Private College 529 Plan. As always, opinions remain 100% my own. As a graduate of the University of Notre Dame, I am intimately familiar with the incredible value and opportunity provided by a highly ranked, private college education. I am also all too keenly aware of its…
Read More >>>Don’t Blink! College Will Be Here Before You Know It
This post was sponsored on behalf of Connecticut Higher Education Trust (CHET). As always, all opinions remain 100% my own. I blinked. And Facebook kindly reminded me that our visit to her preschool… the one we made before we actually enrolled… really was 2 years ago. Her preschool graduation is in 2 weeks. Just writing…
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