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Inflation is arguably the biggest challenge investors face longer-term so putting in place a real savings and investment plan to prevent inflation’s thievery is an important first step.

Knowing an investment portfolio’s weighting is critical to understand how investments react to bouts of negative headlines, shifting market tides and performance longer term. Along with the recent market surge higher has been a strong reversal in market leadership.

Understanding how, when, and why to save for college is an essential financial planning consideration for parents. Making the right choice of a 529 savings plans can be the difference between affording a semester of tuition or the entire four years.

Six months ago, a global pandemic began to spread around the world, taking almost 750,000 lives and shutting down the U.S. economy. Meanwhile, the stock market experienced the fastest drop in market history and fastest snapback. Incredibly, it took only 126 days to get back to the new all-time highs. Now what?

Some investors with a stash of extra cash may be thinking about how and when to enter the stock market during this volatile market environment. Here are some options.

With college closures, refunds for tuition, room and board fees are coming. You are able to return the money to the 529 plan and avoid the taxes and penalty on the refund with the following steps.