What do you think is the number one “financial disruptor” — the most common event or situation people have experienced that has had a negative impact on their long-term financial plans? A health emergency? A lengthy bear
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Here's an overview of recent changes affecting required minimum distributions (RMDs), IRA contributions, inherited retirement accounts, and retirement-account investment options.
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If you’re considering more than a small gift that fits under the tree this year, here are two suggestions.
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A college education doesn't come cheap, and a lot of the expense these days is funded with debt that can take a decade or more to pay off.
Is going to college really worth it?
I had the opportunity to discuss that topic
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Investing in a post-secondary education involves risk, especially if borrowed money is involved. To manage that risk, parents and students should re-think the assumptions that have guided post-high-school choices for
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Fewer parents of college-bound children are planning to cover all of their kids’ college costs, and those who plan to share the cost are less certain as to how to the bills will be paid. Those are some of the key takeaways
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Many times I heard financial teacher Larry Burkett (my boss from 1990 until his death in 2003) warn that taking on too much college debt could become an obstacle to responding to a call to mission work or other kinds of
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One of the more confusing provisions of the new federal tax code centers on how 529-plan savings account money can be used. It has long been the case that earnings in such accounts are tax-free if used for qualified higher
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SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 6/30/2017. The Tracker and FPR are typically updated monthly between
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Much has been made of all the stress and strain education debt is inflicting on young college grads. But the fastest growing segment of the population with burdensome school debt isn’t the young. It’s borrowers who are
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