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Can I Have More Than One Child as a Beneficiary to a 529 Plan?
Wondering if you can use your existing 529 plan to pay for all of your kids’ college expenses? The bad news is, you can’t. But, there are some ways you can use 529 plans to help all your children save for college. Read on.
A Quick Guide to Maximizing Your Meta (Facebook) 401k
Among many financial benefits, Meta (formerly Facebook) offers a robust 401k plan for its employees. By fully leveraging your financial opportunities while working for Meta, you can build a strong foundation for your future.
A Quick Guide to Maximizing Your Microsoft 401k
By leveraging Microsoft’s 401(k) plan to its full potential, you can see significant improvement in your financial portfolio. Here’s what to consider.
Everything You Need to Know About Microsoft Deferred Compensation Plans
Microsoft employees will find that there are tons of perks to make the most of their salary, such as the deferred compensation plan (Microsoft DCP). This feature is available for employees at Level 67 or higher, but how does it work?
Your Cheat Sheet to Google RSUs
Being employed by a major company like Google comes with some serious perks, and restricted stock units (RSUs) are part of your compensation package.
Everything You Need to Know About the Microsoft Stock Vesting Schedule
Microsoft employees are granted Restricted Stock Units (RSUs) as part of their compensation package, and they also have access to an Employee Stock Purchase Plan (ESPP) through their company benefits.
HELOC vs Reverse Mortgage: What's the Difference?
Tap into the equity of your home for remodels and more. Should you go with a HELOC vs reverse mortgage? Get the details on which is the right move!
Age Milestones and How They Affect Your Financial Plan
Do you have these age milestones saved as a mental note or in your calendar? Learn how to stay one step ahead in your financial planning once you enter these stages of life for yourself and your loved ones.
How We SEE Risks
People tend to ignore risks until it hits them in the face. In investing, we fall in love with a stock that has gone up and don’t see the risks that could be underlying.
Can You Transfer Unused 529 Funds to a Roth IRA?
What rules and limitations apply when moving money from a 529 to a Roth IRA under SECURE Act 2.0? Get the details to make the most of your money!
Everything You Need to Know About Amazon Life Insurance for Employees
Amazon life insurance for employees is one of the most important benefits to help bereft families financially. Learn about related benefits here.
Reading Forecasts, Knowing They’re Wrong
Market forecasts? More like a guessing game. Even experts miss half the time. Don't chase predictions, invest wisely.
AI From a Philosophical Perspective
Gemini's AI image snafu highlights the ethical minefield of AI development. From filtering out bias to preventing manipulation, philosophical insights are crucial for building responsible AI.
Everything You Need to Know About Google Life Insurance & Death Benefits
Get the details on the Google life insurance and death benefits that factor into your compensation package here.
The Almighty S&P500
Even when the S&P 500 outperforms, diversification in your portfolio is crucial. Learn how balancing large and small-cap stocks can enhance your investment strategy.
The Not So Shiny Appeal of Gold
Gold's reputation as a safe haven investment might be overstated. Learn why gold's high volatility may not be worth the reward.
What is Google ETP and Should You Opt In?
What do you need to know about the Google ETP? Let us guide you to make the decision that is right for your portfolio and investment strategy!
Back-door Roth IRAs Simplified
Roth IRAs have become one of the most popular wealth-building strategies, and the reason is that they allow you to grow your money tax-deferred AND withdraw your money tax-free!
Medicare Surcharges: What They Are and How to Avoid Them
Can you avoid paying more for your premiums under the Medicare surcharge model? Learn more about how to mitigate your out-of-pocket costs here.
Investing Using Slogans
Investing gurus love throwing around catchy phrases, but do they translate to real results?