February 15, 2018
Take this Quiz: Be Intentional – Key to greater financial success!
Jan and Bill are married, have two kids, and within the last few years have moved into a new home. Both Jan and Bill work full-time, contribute to their employer 401(k) plans, and have started saving for their kids’ college. […]
August 14, 2017
The 529 College Savings Plan Choice
As we move closer to our kids going “Back to School”, we find many have their minds on opening and funding a 529 plan. There are a variety of choices out there for 529 plans. But, before you make a […]
December 19, 2016
To Choose or Not to Choose a 529 Plan? Part II
A question we get a lot is…should I invest in a 529 plan for my kids’ college? The answer is…maybe. A 529 plan is an education savings plan operated by a state or educational institution. It has been created to […]
December 12, 2016
To Choose or Not to Choose a 529 Plan? That is the Question…
A question we get a lot is…should I invest in a 529 plan for my kids’ college? The answer is…maybe. A 529 plan is an education savings plan operated by a state or educational institution. It has been created to […]
