• Giving the Gift of an Education to Your Next Generation

    When you gift educational expenses, you’re not only providing someone with the tools they need to succeed but also investing in their future. A 529 savings plan, with its tax benefits, is a smart way to accomplish this.

  • The Changing Landscape of 529 Plans

    Over the last few years, there have been a number of policy changes related to 529 plans due to the introduction of the PATH Act, Tax Cuts & Jobs Act, SECURE Act, CARES Act, and most recently the SECURE Act 2.0.

  • Tips for Leveraging 529 Education Savings Plans

    You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.

  • Planning Strategies for Remaining 529 Balances

    If you saved more for college than you needed, here’s how make the most of the leftover funds.

  • 529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education

    Explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.

  • How to Prepare to Fund the Cost of College

    As the cost of college continues to rise, proper financial planning is essential to saving enough—in a way that best suits your circumstances—to fund the cost of higher education.

  • Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?

    SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.


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