529 Education Funding
A 529 plan is a tax-advantaged savings solution designed to help families prepare for future education expenses. Contributions grow tax-deferred, and withdrawals are tax-free when used for qualified education costs, making it a powerful tool for long-term education planning and wealth transfer strategies.
After our conversation, you’ll:
Better understand how a 529 College Savings Plan works
Learn about contribution, investment, and withdrawal options
Feel more confident building an education savings strategy that fits your goals and timeline
Financial basics for your high school graduate
Leaving home for the first time can be a challenging time for parents and children. To make sure your new grad is ready to face life away from home, here are some financial basics you can teach today to set your child up for financial success in the future.
Having a child this year? Here's how much it will cost to pay for your childs education
One of the biggest expenses in a child’s life will be education—but how much will college cost by the time your newborn is ready to hit the books? Here’s how much it will cost and some tips to help prepare for the expense.
When life’s changes impact your finances
In our lives, change is the only constant. Personal situations like marriage, going to school, having children, unexpected emergencies, job loss or retirement happen.
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