Superfunding a 529 College Savings Plan at Birth
- Forbes
Young families expecting a liquidity event need to know about superfunding — the IRS provision that lets you front-load 5 years of 529 contributions tax-free.
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The US Is Flirting With Stagflation. What Kind?
- Bloomberg
The term "stagflation" was first used by Tory Iain Macleod in 1965 to describe a situation where inflation and stagnation occur together, but the current economy is more similar to a "slowflation" situation.
Many People Will Need Long-Term Care, but Most Don’t Have Insurance to Cover It
- The New York Times
Care for people who can’t take care of themselves is expensive, and regular health insurance doesn’t cover the cost. Here's what to know to prepare yourself if this happens to you.
Iran war is a risk to the flow of Gulf funds around the globe
- Financial Times
Any change in global capital flows would come at an already challenging time for markets.
Are You Prepared for Retirement? Most Workers Reveal They’re Not Close
- Investopedia
No age group, on average, has saved even 25% of widely used retirement benchmarks.
How The Iran War Could Impact Your Finances
- Forbes
See how rising tensions in Iran could push up oil prices, increase inflation and influence your investments, interest rates and everyday costs.