Financial Education Center

Saving for College? Consider a 529 Education Savings Plan

It’s no secret that college tuition is expensive and has become more expensive over the years. In fact, a recent study shows that within the last ten years, tuition at private, out-of-state, and in-state universities have all increased significantly.

Annuities as an IRA Investment Option

There are several reasons, aside from tax deferral, that may make a deferred annuity a sound funding choice for your IRA. Find out what they are.

Ten Women Family Business Owners Who Succeeded Their Fathers

Only 10% of the world’s top family businesses are led by women, but the numbers are rising.

Should I Withdraw Money From My Individual Retirement Account (IRA) to Pay for My Child's College Tuition?

If you're considering withdrawing money from your traditional IRA or Roth IRA to help pay for college, you'll want to evaluate several factors.

Business Succession Planning Buy-Sell Agreements

A buy-sell agreement is a legally binding contract in which the owners of a business set forth the terms and conditions of a future sale or buy back of a departing owner's share of the business. Specifically, buy-sells control when owners can sell their interests, who can buy an owner's interest, and at what price.

Are 529 Plans a Good Way to Save for College?

Yes, they can be an excellent way to save for college. 529 savings plans let you save money for college in an individual investment account that offers federal tax advantages. 529 plans are established by individual states and managed by an experienced financial institution designated by the state. Plans may have slightly different features but essentially work the same way.