• For College Savings, 529 Plans Are Hard to Beat

  • How to Give Like a Billionaire When You Don’t Have Billions to Give

  • Do independent living communities differ from CCRCs?

  • Ten Year-End Tax Tips for 2019

  • What are continuing care retirement communities?

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.