Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings account, is patterned after the popular 529 savings plan created to help parents save for a child’s higher education. Like 529 plans, they are run by states rather …
Updates & Opportunities: Take Control of your Financial Future this Year
Investors will remember 2018 as a year of significant ups and downs. On the bright side, a major North American trade pact took a big step forward, home sales picked up in the fall, and the U.S. economy featured low unemployment and steady consumer spending. There were also challenges in 2018. …
2018…It Was the Best of Times, It Was the Worst of Times…
What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the best of times, it wasn’t the worst of times, it was the usual mixed bag. While the statement may reflect reality, it doesn’t grab your attention half as well as Dickens’ actual opening sentence …
