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How a 529 Plan Can Help You Save for College

There are many ways to save money for college. For many people, a 529 plan is one of the best ways to save money for higher education. A 529 plan gives you tax benefits if you use the money to pay for qualified education expenses for a specific beneficiary. Using your 529 plan, you can […]

Written by prositesfinancialOct 5 • 2 minute read

What’s the Difference Between a Trust and an Estate?

Long-term financial planning includes leaving a legacy for your loved ones. The simple part is knowing you want to provide for those you care about. The more complicated part of the process is figuring out how to best do so. Common choices for legacy planning include a trust or an estate, each with different advantages […]

Written by prositesfinancialSep 21 • 2 minute read

Helpful Tips for Tracking Expenses

Many people don’t realize how much money they actually spend each month until they begin to document everything. If you’ve not been tracking your expenses meticulously, you might be surprised at how much the seemingly small purchases can add up. By tracking your expenses, you can easily identify poor spending habits early before they turn […]

Written by prositesfinancialAug 24 • 3 minute read

Tips to Stop Overspending

Overspending can hinder you from achieving the life of your dreams. Mindless purchases likely leave you with severe buyer’s remorse and an empty bank account by the end of the month. Then you’re left scrambling for money or using a credit card to cover your bad moves. If you recognize your own negative patterns and […]

Written by prositesfinancialJul 13 • 3 minute read

Tips for Teaching Kids About Personal Finance

It’s never too early to start teaching your kids about personal finance. Teaching children money management skills at a young age allows them to build a solid foundation of financial literacy. When children master concepts like budgeting, saving, and debt while the stakes are still relatively low, they have the tools to make wise financial […]

Written by prositesfinancialMay 25 • 2 minute read

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