College Planning

Read more about the article Addressing Concerns about Overfunding a College 529 Plan
Addressing Concerns about Overfunding a College 529 Plan
College Planning

Addressing Concerns about Overfunding a College 529 Plan

6-Minute ReadAs schools and colleges resume classes, I often assist individuals with separating truth from fiction regarding college 529 plans.You may be uncertain about using a 529 plan, wondering what…

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August 31, 2023
Read more about the article Improving Your College Investment Process
College Planning

Improving Your College Investment Process

10-Minute Read What is a great college planning outcome? I think it looks something like this. Your children graduate from respectable college institutions. They go on to start satisfying and…

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November 18, 2021
Read more about the article Enhancing Your College Savings 529 Plan Experience
College Planning

Enhancing Your College Savings 529 Plan Experience

9-Minute Read Among competing financial priorities, funding education for our children can often feel the most daunting. But it is workable with some thrift and discipline. When saving for college,…

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December 6, 2019

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