Know the Tax Rules When Changing College Plans

Know the Tax Rules When Changing College Plans

I recently read your response to a question from Lori Long-Term regarding the move of a 529 plan to a prepaid college tuition plan. We are in a similar situation. As Florida residents, we have 529 plans for our 6-year-old child. The state's prepaid …

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Energy Sector Rains On Bulls' Parade, but Skies May Clear Soon

Disclaimer: This newsletter is published solely for informational purposes and is not to be construed as advice or a recommendation to specific individuals. Individuals should take into account their personal financial circumstances in acting on any …

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3 Simple Finance Tips for Students

Another simple finance tip for students is to set financial goals. It's the easiest way to benchmark your success, and it can be a surprisingly straightforward process. The trick to making sure #youdoyou for personal finance is to focus on percentages …

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Auto Loan Rates Today: Cardinal Community Credit Union at 2.82% APR

Members have several options: apply in person, online, by snail mail or through the credit union's quarterly newsletter, Take Flight. Visit the credit … As a not-for-profit financial cooperative with a full range of personal finance products, the …

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Surprise! Personal Finance Experts Take Their Own Advice

We personal finance writers really do eat our own cooking. I don't mean that in the … –We trust our own advice. Only two people said they worked with financial advisers, and one of those said it was just for year-end tax planning and a once-a-year …

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