Jeremy Elrod

01/09/2020

If you haven't had your will, revocable trust, and overall plan updated since the 2017 tax act, and most recently for the Secure Act, resolve to call your estate planner this year and get working

Resolve for New Year's 2020 to improve your estate plan to better protect your estate, preserve family harmony, protect assets before the 2020 election and more.

01/09/2020

529 plan account owners should check their state's rules regarding distributions for student loan payments and apprenticeship costs

Student loan repayments and costs of apprenticeship programs are now considered qualified 529 plan expenses. Here's what you need to know.

01/06/2020

Gifts that help friends and family learn to manage money and plan for the future may not sound exciting — but they could prove invaluable.

01/06/2020

Annual contribution limits for 529 plans are quite generous but note that the IRS counts a contribution to a child's plan as a gift for tax purposes

Gifts that help friends and family learn to manage money and plan for the future may not sound exciting — but they could prove invaluable.

12/12/2019

With the demise of the old Labor fiduciary rule and other rules, fixed indexed annuities might be making a comeback.

12/04/2019

Here's how to watch the 3-day 'Harry Potter' movie marathon on Thanksgiving weekend in 2019. Plus where to stream the franchise films online.

12/02/2019

The 26-year-old NFL player makes millions, but plays it safe with his money. He sticks to a tight budget and saves 85% of his income.

11/26/2019

Business Insider - However, when you have your own term life insurance, you pick the policy value and keep it no matter where you work.. Read more at businessinsider.sg