Blog

Can You Save TOO Much in a 529?

Nov 10th, 2021 • Damian Dunn
I never hear anyone discuss the implications of saving TOO much in a 529 for your child’s college. How do you know if you’re saving too much? And if you’re on target to hit your child’s goal before age 16, should you stop making contributions even if your state (IL) provides a tax benefit up … more »
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A Timeline for Planning Your Early Retirement

Oct 5th, 2021 • Lisa W.
Clearly, the idea of early retirement is having a moment. But whether early retirement means a headlong dash to the beach in your 30s, or simply leaving the workforce on your milestone 50th birthday, the basic problem is the same: How do you fund your lifestyle during the years after you have given up paid … more »
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Don’t Sell Your Home

Sep 28th, 2021 • Kristen A.
Last week my husband and I were outside working on our home’s curb appeal. We’ll be listing the house for sale soon as we have plans to move this fall. A neighbor came across the street and asked how things were going. After a bit of small talk I mentioned that we would be listing … more »
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