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Is a 529 Plan Right for Your Family?

Is a 529 Plan Right for Your Family?

Neal ThompsonJan 26, 20225 min read

No doubt about it: College is expensive. Right now, the average cost per year is $35,331*. Multiply that by a…

Understanding IRA Rollover Rules

Understanding IRA Rollover Rules

Neal ThompsonJan 4, 2022

Your grandfather may have worked for the same company from the day he graduated high school until his retirement at…

What to Do With Your Savings Bonds

What to Do With Your Savings Bonds

Neal ThompsonJul 14, 2021

Maybe your grandparents gave you a savings bond each year for your birthday when you were a kid. Maybe you…

Take Advantage of Tax-Free Capital Gains When Selling Your Home

Take Advantage of Tax-Free Capital Gains When Selling Your Home

Neal ThompsonJun 29, 2021

  The housing market is red-hot right now, thanks to continued low interest rates and plenty of demand. That’s understandable,…

Traditional and Roth IRA Basics

Traditional and Roth IRA Basics

Neal ThompsonApr 28, 2021

Individual Retirement Accounts (IRAs) are a cornerstone of retirement planning for people who don’t have employer-sponsored plans, but did you…

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