In the financial world, we like to recognize the month of May for 529 plans (5/29 – get it?). Also known as qualified tuition programs, 529 plans are tax-advantaged education savings accounts that can help finance a child’s education track from kindergarten through graduate school. Please allow me to highlight five key takeaways about 529 […]
Learn how to electronically request or make changes using Schwab Alliance Schwab is known for having the best overall brokerage for beginners and having excellent customer service for their clients. In addition, Schwab created Schwab Alliance, a version of their website customized specifically for clients of advisors. Alliance allows you to perform many functions including, […]
When President Joe Biden first came into office January 2021, he immediately paused the federal student loan repayments for borrowers. Due to the economic upheaval brought on by the global COVID-19 pandemic, many Americans were struggling to pay their bills and stay afloat. President Biden and Vice President Harris were very passionate about this moratorium, […]
