Here are the top five expenses parents should stop covering for their adult children in 2025, backed by some financial ...

While state and local tax consequences and plan expenses are not the only factors to consider when investing in a 529 ... Individuals should always check with their tax or legal advisor before ...

Tax season may not be the most exciting time of year, but it can come with some silver linings—like the opportunity to save for your loved one’s education while ...

The NoVo Foundation reported to the IRS that it had $545,384,793 in total assets value at the end of 2023. The organization reported $199,397,422 in contributions, gifts and grants paid. It ...

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

When minor children are addressed in an estate plan, special considerations are involved to ensure their well-being and financial security.

Inflation can significantly increase retirement expenses, reducing purchasing power. Planning for inflated costs, factoring ...

BOISE – Idaho families who choose alternative schooling could soon have access to thousands in taxpayer dollars for their education expenses, opening state coffers to students outside of public ...

Pay for college and retirement with a UGMA custodial account and Dividend Growth Investing. Learn why starting early can ...

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Babies get their own registry, so I’ve focused on gifts for Mom, but also included a few things for baby that, in turn, will make Mom’s life easier. Below, you’ll find my picks for the 52 ...