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Jason Speciner

529 Plan

Giving Money to Kids, Part 1: The 529 Plan

Searching for the best way to give to the little ones in your life? In the first post in this three-post series, we look at one vehicle: the Section 529
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Credit fraud

Card Sharks

Today’s chip cards are safer than the magnetic-stripe-only cards of yesteryear, but that doesn’t mean credit theft is a thing of the past. How can you protect yourself — and
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Savings Account

Piggy Bank to Bank

Do you remember opening your first savings account? After playing the Money Game with my kids, I decided it was time for my boys to open their own savings accounts,
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economics

Economics Are Boring …

... unless you don’t want them to be. From food to football and more, check out my favorite unique economic indicators and the reasons behind them.
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Paperwork Privacy

Spring Cleaning for Paperwork Privacy

Ready to do some spring cleaning? While you can toss expired foods and donate used clothing without risking your personal information, properly tidying paper and personal information requires a couple
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401(k) plan

401(k) for Another Day

What’s the history behind 401(k) plans? And is it always a good idea to contribute or even max out your 401(k) contributions if a plan is available? Let’s take a
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Investment Management

Active and Passive Investment Management

When it comes to investment management, is an active or passive philosophy best for you? Learn the pros and cons of each, and see if one style — or a
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Location, Location, Location

Where are your assets located? You might allocate them a certain way to reduce risk, but location is another important part of maximizing returns and reducing tax burden in your
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401(k) and Employer Stock — A Different Approach

Leaving a job where you bought your employer’s stock in your 401(k)? Making the best choices for your money is key. See a couple different approaches.
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