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“If you use a 529 plan to save for a grandchild, here's what you need to know.”

As CBS Boston explains in “Our Families: Giving It Away,” your federal estate tax exemption, or the amount you can give away tax free when

A recent CNBC article, “Saving for college and for retirement isn’t impossible,” says that parents can fund college tuition and retirement if they begin saving

When Rolling Stone Mick Jagger isn’t on stage later this year, he’ll probably be at home changing diapers at age 72. Mick is awaiting the

This isn’t exactly a 529 plan. However, it’s sort of like one. It’s a new kind of account that’s similar in some ways and is

If we don’t do a bang-up job with our financial planning, it could mean postponing retirement—or abandoning the idea altogether. That’s what the CPA Practice

What if you are the owner of two blue chip stocks worth $100,000 and have owned these for more than 30 years, paying taxes on

Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities. While this may have been initially driven

While the federal estate tax exclusion is currently larger than it has ever been at $5.43 million for individuals and $10.86 million for couples because