News & Articles

Fit Finances for 2016

Posted on Mon, Dec 28, 2015

Have you achieved all of the goals you set for 2015? If some of your 2015 New Year's resolutions remain unresolved, don't get discouraged. There's no time like the present to cross a few items off your to-do list after the holidays. Doing so will ward off the post-holiday blues and set a positive tone for achieving the rest of your personal financial goals in 2016. Here are a few simple ideas.

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Tags: Health Insurance, Estate Planning, Life Insurance, college savings plan, Mortgage

What You Need to Know About 529 Plan Withdrawals

Posted on Mon, Dec 01, 2014

The big advantage of Section 529 college savings plans is that withdrawals used to cover qualified higher education expenses are free from federal income tax (and usually state income taxes too). That part is very easy to understand, but the full story on withdrawals is not so simple. What are qualified expenses? What happens if you take out money for expenses that aren't qualified?

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Tags: EHTC Article, IRS, Newsletter, Articles, withdrawals, 529 Plans, college savings plan, Taxes