One of the biggest challenges many people face when it comes to education is managing the financial burden. Fortunately, a 529 college savings plan can be a valuable tool. And these plans aren’t just for college anymore—now, they can also be used for K-12 tuition at private and religious schools. In addition, 529 funds can be applied to a wide …
Life is a continuous journey filled with significant milestones, personal growth, and unforeseen changes. As life progresses, your financial and insurance needs evolve, often shifting from year to year or decade to decade. Life insurance is a prime example of this. If you haven’t reviewed your life insurance policy recently, it might no longer align with your current circumstances. That’s …
In 2023, there were 22.7 million millionaires in the U.S. While an increase in wealth often brings greater financial flexibility, it can also lead to increased liability. Individuals with high net worth—or those perceived to have it—are at a higher risk of being sued. Personal injury claims, in particular, can result in substantial financial judgments. Umbrella liability insurance provides an …
We often hear about the importance of maintaining a healthy lifestyle, yet the challenges of resisting temptation or overcoming procrastination can make it difficult to prioritize health for its own sake. For some, understanding the financial benefits of a healthy lifestyle might provide that extra push needed to stay on track. Prioritizing your health doesn’t just make you feel better—it …
