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News
Should I make new 529 education accounts for my grandchildren or add to their existing ones?
1+ day, 18+ hour ago (321+ words) Dear Liz: My two grandchildren are in middle school and are expected to attend college. I’d like to contribute to 529 plans for them, possibly making five years’ worth of contributions at once. Should I contribute to the plans their parents…...
Family Savings Credit Union Partners With Gadsden State to Expand Financial Literacy
2+ day, 14+ hour ago (494+ words) GADSDEN, AL — Gadsden State Community College and the Gadsden State Cardinal Foundation have announced a new long-term partnership with Family Savings Credit Union aimed at expanding financial literacy education and resources for students across the college’s campuses. Under the partnership,…...
Pune DINK Couple With Rs 11.5 Crore Net Worth Plans Early Retirement, Sparks Debate Online
3+ day, 5+ hour ago (241+ words) According to the post, the couple's assets include around Rs 3.2 crore in real estate, Rs 1.8 crore in Indian stocks and mutual funds, Rs 5 crore in US equities, and nearly Rs 1.5 crore in cash and retirement savings. Their annual household expenses…...
Local high school grad joins Seneca-based financial firm | News
3+ day, 4+ hour ago (191+ words) SENECA — A Walhalla High School graduate has recently joined a Seneca-based financial firm. Alec Woodard has joined Carolinas Wealth Management, the Seneca office of Ameriprise Financial Services, LLC, as a financial advisor. Woodard graduated from Western Carolina University with a…...
Dave Says: Retirement Funding Comes Before College Savings
3+ day, 11+ hour ago (201+ words) A friend told me about your Baby Steps program. I have one question, though. I noticed that according to your plan, saving for retirement should come before saving up a college fund for your kids. Why is this? Sure, you…...
How can Mandy, 64, and Syed, 65, make the most of their hard-earned savings in retirement?
3+ day, 13+ hour ago (1068+ words) Mandy and Syed have two adult children, a mortgage-free house in Toronto and $1.8-million in investments.Melissa Tait/The Globe and Mail Syed is 65 years old and Mandy is 64. He has been self-employed for a few years, making $10,000 a year…...
In the Loop: Value, price and free advice
3+ day, 18+ hour ago (36+ words) Fund managers don’t have to guess where regulators might look for valuation weaknesses. Private Fund Compliance Operations Forum December 1-2, 2026 New York, NY Private Funds CFO Network New York Forum January, 2027 New York, NY...
Four reasons a 529 plan might make sense for your family
3+ day, 23+ hour ago (81+ words) •.Despite their tax advantages, just 14% of adults include a 529 plan in their education savings strategy, according to a 2025 Edward Jones and Morning Consult study. •. 529 funds cover college, vocational programs, registered apprenticeships and can be used towards K-12 education. •. In addition…...
Cost of raising a child in the UK now close to??200,000
4+ day, 1+ hour ago (338+ words) According to new research by life insurance experts at MoneySuperMarket raising a child in the UK costs anywhere between £143,412 and £500,982, depending on the childcare and schooling choices families make. By combining the latest Office for National Statistics (ONS) data with…...
Pune Couple Plans Early Retirement With ₹11.5 Crore Corpus
3+ day, 20+ hour ago (234+ words) Whalesbook A 38-year-old couple in Pune has initiated a discussion on the feasibility of early retirement, citing mounting work pressure and health concerns The couple currently holds a total net worth of â¹11.5 crore, which they have built through years…...