Marti Awad, SVP, Financial Advisor at Wealth Enhancement, was featured by MarketWatch in “Finding the best 529 college-savings plan is easier than you think. Here’s what matters most.”
“Awad suggested that most families can make things easier by just getting a traditional 529 plan directly from the state sponsors. Opening one of these takes mere minutes on a website in most cases, and you’re on your way to saving. Once you see how easy it is, you’ll realize you don’t need help setting it up.”
Access the full article written by Beth Pinkser here.
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CNBC: Charlie Massimo Featured in “Trump’s ‘Big Beautiful Bill,’ Other Changes Benefit Accounts for Individuals with Disabilities”
