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 | Sep 29, 2023 | General, Investment
The Benefits of Early Starts in College Savings Planning ahead now can result in brighter futures. When kids enter our lives, we often live in the moment instead of planning ahead. We should consider, though, that it’s never too early to start investing in our...
by Katie Brown | Sep 30, 2022 | General, News
SEPTEMBER IS COLLEGE SAVINGS MONTH Planning ahead now can result in brighter futures. It’s never too early to start investing in our children’s future—literally. September is College Savings Month, which makes now the perfect time to consider how we can contribute to...
Best-In-State Wealth Management Teams (2025 & 2026) 