Residents in many states can use a 529 plan from another state without losing any tax benefits.
Latest Blog Posts
Social Security Claiming Strategy Calculators Compared
I compared two free calculators for the optimal Social Security claiming strategy with hypothetical test cases. They both do a good job.
You Can’t Eat Your House. Or Can You?
A paid-off home not only provides you a place to live. It can also fund your retirement.
Plan It and Update It
Putting your financial plan into a simple table helps you focus on the major blocks and see where you are.
Self-Employed Health Insurance: COBRA, ACA, Health Sharing Ministry
How I decided my health insurance options after I became 100% self-employed.
From Two Jobs to One, a Second Childhood Begins
Going from two jobs to one, from an employee to self-employed, starts a new journey of a second childhood.
Maintaining and Executing An Estate Plan
Real life experience and learning from maintaining and executing an estate plan.
Switching Brokerage Account Into A Trust: Fidelity, Vanguard, Merrill Edge
Just having a trust document doesn’t do much. You need to put accounts under the trust’s name. I walk you through for how we did it with Fidelity, Vanguard, and Merrill Edge.
Will and Trust Through Employer Legal Plan
Using the legal plan through an employer works for simple estate planning.
Manage Your Money Closely With A Prepaid Card
When you must manage your money very closely, a prepaid card helps you avoid overdraft fees.