How to Use a 529 Plan: 5 First Steps, 2 Tips, and 9 FAQs

As a parent, grandparent, aunt, uncle, or friend, you’re eager to see the young people in your life succeed, and you do what you can to foster that success.   One way to give back is through a 529 plan, which helps fund a beneficiary’s educational endeavors.    If...

The Pros and Cons of Charitable Giving Strategies

Once you have provided for your own personal expenses and retirement, it may be time to consider how your money could benefit others.   Giving away some of your money is a great way to support the people and organizations you love, but choosing the right strategy is...

Examining Donor-Advised Funds

Making it Easy to Make a Difference    Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs).    DAFs date from the 1930s but did not become popular...