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Investing at an Early Age

INVESTING AT AN EARLY AGE

The benefits of advance retirement planning.

Presented by PlanningWorks

You’ve probably been told at least a few times in your life that you should be putting money aside “for a rainy day”, but perhaps it hasn’t yet crossed your mind to begin planning, specifically, for your future retirement. If you think it’s too early, or if you feel you’re not yet ready, financially … think again. Even with a certain amount of debt from car payments, student loans, and living expenses, there are several different ways that a young person can invest their money (and their time) wisely.

Does money buy happiness… or doesn’t it?

Many years ago, Richard Easterlin, a Professor of Economics at the University of Southern California, studied the relationship between happiness and money. He found that, over shorter periods of time, happiness and income tend to move in tandem. “Happiness tends to fall in economic contractions and rise in expansions.”

Over longer periods of time, he found satisfaction with life (i.e., happiness) had little relationship to rates of economic growth (i.e., people having more money). The conclusion was once people have enough money to meet basic needs, they are as happy as they are going to be.

Mistakes Families Make With 529 Plans

Mistakes Families Make with 529 Plans

5 common errors to avoid + 2 big factors to consider.

 

Provided by PlanningWorks

 

Most families that start 529 college savings plans have done their “homework” about these programs. Missteps are made, though, often with the distribution of 529 plan assets. Here are some of the major gaffes, and the major factors anyone should think about before enrolling.

 

Assuming a university will withdraw 529 plan assets for you. When the time comes, you have to tell the 529 plan that you need the money and specify the payee. Typically, a 529 program offers you either a check written out to you, to your student, or a payment made directly from the 529 plan to the university. There are two big reasons why a check made payable to the student may be the best option.

 

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