Navigating college planning is much like navigating life—being informed and prepared is your best strategy. If you are a family looking to support your child(ren) in their academic pursuits, here are a few key points that will help in strategically planning for the future. Time Is of the Essence When it comes to college planning, […]
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 […]
On December 29, 2022, the Consolidated Appropriations Act of 2023, containing a section known as SECURE 2.0, became law. It builds on the SECURE Act passed in 2019, revising existing rules around retirement saving. The legislation included considerable changes to improve the use of both ABLE and 529 accounts as well as paying off student […]
