Prepaid 529 woes: Bail out or sail on?

“The states’ inability to cover the shortfall puts the entire plan at risk,” says Steve Bloch, Certified Financial Planner and managing partner of MHB Financial Group in Redondo Beach, Calif…Savingforcollege.com

Time to get conservative in your 529?

Steven J. Bloch, CFP and managing partner of California-based MHB Financial Group, uses Utah which he says has “one of the better funds with respect to … Savingforcollege.com

Can beneficiary swap salvage sinking 529 plan?

Another reality, notes Steven J. Bloch, CFP, managing partner of California-based MHB Financial Group, is that switching beneficiaries at a time when the … Savingforcollege.com

Please Explain the New Tax Rules on Sales of Second Homes

“You still have to live in a second home turned primary home for two out of five years to qualify for an exclusion at all,” said Steven Bloch, managing partner of MHB Financial Group in Redondo Beach, Calif. “The amount of time you used it as a vacation home and the amount of time you used it as a primary residence determines how much of the exclusion you can take.” Chicago Tribune, May 31, 2009.