Blog
Learn how a 529 plan can help you save for your child’s education with tax-free growth and qualified expense coverage—from tuition and housing to computers and internet. Discover the long-term benefits of early investment and how it compares to Coverdell ESAs.
5/24/2024
Blog
Learn how 529 plans work in 2025, including tax-free growth, $10,000 K–12 tuition rules, student loan repayment, SECURE 2.0 Roth rollovers, FAFSA impacts, plus steps to choose and use a plan.
12/12/2023
Blog
Navigating life as a middle-aged adult in recent years feels like juggling fire while walking a tightrope—intense and demanding. The mounting pressures aren't just about looking out for number one; they're about holding up multiple generations. Welcome to the “sandwich generation!” Picture this: you're caught between aging parents who need care and kids who aren't quite ready to fly the nest.
9/7/2023
Blog
The SECURE Act and SECURE 2.0 have reshaped retirement planning. Learn how new RMD rules, catch-up contributions, 529 rollovers, and part-time worker eligibility could impact your financial future.
1/28/2020
Blog
Worried about rising college costs? Learn how higher education still pays off with increased lifetime earnings, financial independence, and smart savings strategies like 529 plans. Discover the long-term financial benefits of degrees and alternatives like trade schools.
9/2/2015