MONEY talks

Jones, Dan
January 2006
PN;Jan2006, Vol. 60 Issue 1, p12
Trade Publication
The article presents suggestions for effective money management. An individual should gather all investment and income statements for analysis. He should look at his total portfolio to calculate his asset allocation. One should add new money to the area of the portfolio that has lagged or is out of balance. Moreover, he can make small changes over time, similar to a dollar-cost-averaging approach. One of the tax-saving strategies is the 529 plans for education savings that accumulate tax-deferred and are federally tax-free if used for qualifying higher-education expenses.


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