One value for many families is education. Unfortunately, it now takes a tribe to save and plan for the growing cost of education! This holiday season, if you want to... read more →
529 plans are a great way to take advantage of potential tax savings and grow your investment in a simple and flexible way. But did you know about these secrets... read more →
Updated August 2021. Grandparents want to help. They see the expense ahead for their kids to pay for college education for their grandkids. The goal for everyone is to help... read more →
Most parents have a goal of avoiding student loans for their college-bound children. However, what they don't realize is that saving money in advance in a 529 Plan can help... read more →
Up to this point, parents have SAVED for college and SHOPPED for college. Suddenly, you come to a momentous occasion--you have to PAY for college. Gulp! Often parents face this... read more →
When it comes to choosing a 529 plan, families need to pay attention to the particulars including investment options and state tax credits. In addition, families need to be aware... read more →
Photo Credit: BehaviorGap.com “Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems... read more →
