Doug Massey, CLU, ChFC

529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
Determine whether you should consider refinancing your mortgage.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.