Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.
For many people, retirement is a major life milestone—and deciding when to take that step is more complex than simply reaching a certain age or hitting a savings goal. Understanding
