by Katie Brown | Mar 7, 2025 | General, Investment, News
529 Savings Plans vs. Prepaid Tuition Plans Section 529 plans are popular education savings vehicles. To choose the type of 529 plan that’s right for you, it’s important to understand how 529 savings plans and 529 prepaid tuition plans work and the...
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...
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...
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...
Best-In-State Wealth Management Teams (2025 & 2026) 