The Origin on 529s The origin story of the 529 program goes back to the Michigan Education Trust (MET) in 1986. A state-run program that supported colleges saving devoid of state income taxation. 529 plans are named after Section 529
Great question! So there are a couple of ways to think about this but I will give you what I believe are two simple strategies. One emergency fund + Investments OR The Three Bucket Strategy: First the Emergency + Investment
Most likely yes. Your financial and family situation will be the deciding factor. If you’re single, have a large amount of savings, and no dependents then life insurance may not be for you. The reason being, unless your savings cannot
First, read Best way to get out of debt Now that you’ve read that you know that car debt is erosive debt. At InSight, if we can avoid erosive debt we do. With that being said, you still need to
Organize: We’re all guilty of “knowing” where everything is but not piecing it together A big way planners can help out is by helping you simply organize your entire financial life. From insurance, taxes, investments, expenses, real estate, etc, having
At the foundation of any planning conversation is saving and saving automation can help make that easier and promote good money habits. Those that start saving early and do it throughout their entire working days are setting themselves up for
To start, I grew up in Northern Virginia, right outside of Washington D.C. I am the youngest of three boys who live all over the United States and proud son of my mother and father. Growing up my parents or
