Jeremy Elrod

If you haven't had your will, revocable trust, and overall plan updated since the 2017 tax act, and most recently for the Secure Act, resolve to call your estate planner this year and get working

Estate Planning New Year’s Resolutions: Resolve To Plan Better Resolve for New Year's 2020 to improve your estate plan to better protect your estate, preserve family harmony, protect assets before the 2020 election and more.

529 plan account owners should check their state's rules regarding distributions for student loan payments and apprenticeship costs

You Can Now Use A 529 Plan To Repay Student Loans Student loan repayments and costs of apprenticeship programs are now considered qualified 529 plan expenses. Here's what you need to know.

Holiday Gifts for a Healthy Financial Future | Living Confidently Gifts that help friends and family learn to manage money and plan for the future may not sound exciting — but they could prove invaluable.

Annual contribution limits for 529 plans are quite generous but note that the IRS counts a contribution to a child's plan as a gift for tax purposes

Holiday Gifts for a Healthy Financial Future | Living Confidently Gifts that help friends and family learn to manage money and plan for the future may not sound exciting — but they could prove invaluable.

Are Fixed Indexed Annuities Trending Again for 2020? | ThinkAdvisor With the demise of the old Labor fiduciary rule and other rules, fixed indexed annuities might be making a comeback.

How to Watch the 'Harry Potter' Marathon on Thanksgiving Weekend in 2019 Here's how to watch the 3-day 'Harry Potter' movie marathon on Thanksgiving weekend in 2019. Plus where to stream the franchise films online.

NFL player Carl Nassib makes millions but sticks to a $3,500 budget for rent, food and bills The 26-year-old NFL player makes millions, but plays it safe with his money. He sticks to a tight budget and saves 85% of his income.

Group life insurance from work tends to be a good deal, but it's usually not enough — and you can't take it with you, Business Insider - Business Insider Singapore Business Insider - However, when you have your own term life insurance, you pick the policy value and keep it no matter where you work.. Read more at businessinsider.sg