529 plans

There are attractive hedges against rising college tuition costs. But, not every student will benefit.

As the college savings vehicle grows in popularity, regulator up scrutiny of brokerages’ recommendations to clients.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.

The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.

Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

But health care is probably more expensive.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.

FINRA Rule 3210 typically requires permission for brokerage accounts.