Archive for June, 2017

The Basics

By Linda Leitz - Last updated: Wednesday, June 21, 2017

There are some basics that will help anyone get started financially, or keep going in the right direction. The fundamentals outlined here are accredited to the Alliance of Comprehensive Planners. Save regularly. It’s a good idea to save at least 10% of your annual gross income. Gross income is your income before any deductions, including […]

529 Plans

By Linda Leitz - Last updated: Friday, June 2, 2017

If you want to contribute to the higher education of a loved one, a 529 plan might be worth considering.  It can be a way to put away money for this education goal with some good tax breaks. Money in a 529 plan can be withdrawn for qualified education expenses for the designated beneficiary from […]