It shouldn’t surprise anyone that there are things you should do before you make your first investment. The SEC, NASD and all of the various other financial planning organizations all explicitly list three things that should be in place in most cases prior to making your first investment in anything. The first of these is …
Category Archives: Financial Accounts
The State-run 529 Plan
Of all the investments out there available to be made, the 529 is neither best or second-best, but it is right up there near the top. Back when I was actively working in the financial planning business, it was one of the easiest to sell, as well. It holds one of the best sets of …