About the Episode
Ilona Friedman of CD Wealth Management walks us through the 529 Plan, which is a tax-free way to set money aside for your children’s college education in the future.
How to Plan for Your Children’s College
More Insights on Budgeting
Article
The formula for wealth is simple, and it’s non-negotiable
August 13, 2021
One key factor is the difference between reaching your goals and just getting by in retirement.
Article
Capital gains strategies, regardless of Biden’s plan
June 4, 2021
Avoiding potentially higher capital gains rates may be a good idea, if it fits your overall financial plan.
Podcast
Budgeting #4: What to do about my surplus or deficit?
June 3, 2020
After calculating your income, taxes and expenses, you’ll subtract both your taxes and expenses from your income to figure out if you have surplus or deficit. With surplus, you must find out where it’s being used to maximize your monthly savings. With deficit, you must cut from your expenses to either break even or reach surplus.