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Taxpayer Rights

As U.S. citizens, when you interact with the IRS you have certain rights, even with asking a simple question about taxes. These rights are outlined in...

Tips for Helping Aging Parents with Finances

Money can often be an uncomfortable topic, especially when you have to talk with your parents about their money. It may eventually become your job to ...

Bill Paying Tips + Tricks

Sometimes paying the bills on time can slip through the cracks. Maybe you’ve been traveling and the due date sneaks up on you. Suddenly you have late ...

How to Plan the Perfect Road Trip

Planning a road trip can be a fun experience, but also stressful. Driving across country is a lot different than flying, you’re in control of where yo...

8 Tips for Extension Filers

The six month tax return extension is fast approaching the October 15th deadline. If you filed an extension, you can file anytime before October 15th ...

What Counts as a Qualified Expense for a 529 Plan

After years of saving for college in your 529 plan, the day has finally arrived that you need some of that money to start school. You have control of ...

How to Use a 529 to Pay for K-12

As of January 2018, parents can now use their 529 plans to pay for private K-12 tuition. Originally designed for college, 529 plans allow tax-free ear...

How Home Equity Impacts Financial Aid

When approaching college financial aid for the first time, it can be difficult to navigate. Many parents wonder if their home equity is a factor in th...

How to Vacation on a Budget

Escaping from the confines of a cubicle and having a fun-filled vacation is something most people dream about. The good news is that you can enjoy you...

20 Top Savings Tips

AARP just came out with their annual 99 Great Ways to Save Money. Here are Wealth Legacy Institute’s Top 20 from the article.

Can a 529 Plan Hurt Your Financial Aid?

Many people worry about whether a 529 Plan will impact their eligibility for financial aid. It will impact your aid, but may help you more than it wil...

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