Here are your Articles for June 26, 2026.
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www.mintlegacygroup.com| PERSONAL FINANCE | |
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Fun Facts About College Financial Aid Exciting yet nerve-wracking. That's how many parents might describe the challenge of funding a child or grandchild's college education, including applying for and accepting financial aid. This brief article offers up some fun facts about the process, such as that retirement plans and IRAs don't count toward the financial aid qualification formula.
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| FAMILY FINANCES | |
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Find a Middle Ground Between Saving for College and Saving for Retirement Sorting out financial priorities in your family can be a tricky balancing act. The contribution limits for tax-favored retirement savings plans continue to notch upward. This may cause parents to ask the following question: Should I max out my 401(k) account or IRA — or should I set aside more funds for my child's higher education? Here's a look at the issue.
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| ESTATE PLANNING | |
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The Basics of Estate Planning With the many changes in the estate tax in recent years, you could be confused about the need to take steps with your estate. But estate planning was never just about reducing estate taxes. It is also about ensuring that your estate is distributed according to your wishes and that your heirs are properly provided for. At a minimum, you probably need to handle these important issues.
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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