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Recent Financial Planning News

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Recent Financial Planning News

Picture"Are you saving too much? Here's how to look beyond the formulas".
Rethink Your Retirement Income
http://online.wsj.com/news/articles/SB10001424052702304173704579264463292233346

"But if you're closer to the finish line, it's crucial that you figure out for yourself how much you personally will need in "replacement income"..."

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R529 college savings plans graduate

http://www.investmentnews.com/article/20131223/FREE/131229982

By Hazel Bradford
Dec 23, 2013 

"Like the customers they are designed for, college savings plans are growing up.The largest 529 plans had $193 billion as of Nov. 30, according to new research by Morningstar Inc. for 63 plans that represent 98% of the market. That is up from $166 billion in 2012, when plan assets grew by 25%".



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8 Disappearing Tax Breaks
http://money.cnn.com/2013/12/27/pf/taxes/tax-breaks/index.html?iid=HP_LN

By: Blake Ellis
Dec 27, 2013

"Credits and deductions benefiting everyone from teachers and students to homeowners are scheduled to expire at the end of the year, unless Congress extends them."

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Neglecting Estate Planning Is a Grave Error
http://www.dailyfinance.com/2011/02/28/neglecting-estate-planning-is-a-grave-error/

By: Jennie L. Phillips
Feb 28, 2011

"Many people don't bother to create an estate plan because they don't think they have enough money to make it worth the effort, but John O. McManus, an estate attorney and founder of New Jersey-based McManus & Associates, points out that you don't have to be a billionaire for your estate to add up."

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