Plan

Key takeaways Strategy is the largest corporate Bitcoin holder, with roughly 650,000 BTC on its balance sheet. The company’s model hinges on raising capital and converting it into BTC while…

It’s been more than 80 days since one of the most exciting days in Canadian tax history, with another couple of weeks to go until we see the results .…

HOUSTON — Nov. 16, 2025 — The National Association of Realtors has an uphill battle ahead, but on Sunday, it unveiled a framework that it said marks the start of…

While there are no specific 529 plan contribution limits, most people consider the $19,000 annual gift tax exclusion to be the main contribution limit. 529 plans are tax-advantaged accounts that…

Image source: shutterstock.com Building wealth takes time, strategy, and discipline—but preserving it for the next generation requires something more: thoughtful planning. Without a clear structure for how your assets will…

Humana’s stock spiked after the health insurer disclosed some findings from the government’s Star Ratings for its 2026 Medicare Advantage plans.

Key Highlights:  Cipher Mining is upsizing its private offering of 0.00% convertible notes from $800 million to $1.1 billion, indicating a strong investor interest.  The notes carry a conversion price…

Leftover 529 funds can be redirected toward further education, student loans, or retirement savings without incurring penalties in many cases. New federal rules allow up to $35,000 of unused 529…

“I contribute the max to my IRA every year.”

Key Points 529 plans can be used to cover workforce training, licensing exams, and credentialing costs. Eligible programs include CDL, HVAC, CPA exams, bar exam prep, and continuing education for…