529 Lesson Plan: High Scores for 529 Plans

by Katie Brown | Feb 27, 2025 | General, Investment, News

529 Lesson Plan: High Scores for 529 Plans Looking for a tax-advantaged college savings vehicle that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition? Consider 529 savings plans, a popular way to save for...

Education Tax Credits

by Katie Brown | Feb 21, 2025 | General, News

Education Tax Credits It’s tax time, and your kitchen table is littered with papers and forms. As if this isn’t bad enough, you recently paid your child’s college semester bill, and you don’t know where you’ll find the money to pay the...

Estate Planning and 529 Plans

by Katie Brown | Feb 13, 2025 | General, News

Estate Planning and 529 Plans When you contribute to a 529 plan, you’ll not only help your child, grandchild, or other loved one pay for school, but you’ll also remove money from your taxable estate. This will help you minimize your tax liability and...

529 Plans: The Ins and Outs of Contributions and Withdrawals

by Katie Brown | Feb 6, 2025 | General, News

529 Plans: The Ins and Outs of Contributions and Withdrawal 529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points...

The Sandwich Generation: Juggling Family Responsibilities

by Katie Brown | Jan 30, 2025 | General, News

The Sandwich Generation: Juggling Family Responsibilities   At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same...