by Katie Brown | Mar 29, 2024 | General, Investment
529 Plans vs. Other College Savings Options 529 plans can be a great way to save for college, but they’re not the only way. When you’re investing for a major goal like education, it makes sense to be familiar with all of your options. Mutual funds Mutual...
by Katie Brown | Mar 22, 2024 | General, Retirement
Saving for Retirement and a Child’s Education at the Same Time You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s...
by Katie Brown | Jul 22, 2022 | General, Investment
Help Your Adult Children Take A Step Toward Financial Independence Some of the biggest lessons your child may learn happen when they’re entering adulthood and getting ready to live independent lives. In a 2019 Pew Research study, most Americans say 22 is the ideal age...
Best-In-State Wealth Management Teams (2025 & 2026) 