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Financial Planning Overview
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In Financial
Planning Basics, you’ll find out how to develop a financial plan
and what key questions to ask if you seek help from a financial professional. You
can also learn about building investment accounts by reinvesting your earnings.
In Tax Planning, you’ll find
strategies to help ease the tax bite. You’ll also learn about figuring capital
gain and loss and how your home offers tax shelter in the form of mortgage interest
and real estate tax deductions.
In Education Planning, you
can compare education investment options, such as Coverdell education savings accounts
(ESAs) and 529 savings plans. You’ll also find out about other ways to save,
such as custodial accounts, and how financial aid can help ease college costs.
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