Author’s Note (July 2026): We first published this article to explain a quirk of Nebraska law—that while the federal government treated private K-12 tuition as a “qualified” 529 expense, Nebraska did not. That has finally...
Editor’s Note: This article was originally written shortly after the One Big Beautiful Bill Act (OBBBA) was signed on July 4, 2025. It has been updated as of July 2026 to reflect the official IRS...
December of 2022, Congress passed a major spending bill, with seemingly endless changes to retirement account rules. The changes are being dubbed SECURE Act 2.0, a nod to the major changes that were passed in...
2021 Year in Review It is that time of year when we look back at the year in the rearview mirror to celebrate successes and learn from mistakes as well as look through the windshield...
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
This week’s blog article comes to you from the research team at Dimensional Fund Advisors. During this time of uncertainty in the markets (and on the homefront!), we can all stand to be reminded that...