Education Planning
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A 529 plan can be an ideal option for families who want to save money to pay for their child’s future college education. All of the money contributed to these plans grows tax-deferred and qualified withdrawals are…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what should I teach my teenagers about money?” There are a few skills in life that can payoff greatly…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do 529 college plans affect financial aid?” While many of our clients aren’t focused on financial aid opportunities due…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Can 529 plans be used for student loans?” Thanks to the SECURE Act of 2019, 529 college savings plan can…