529 Plans
Written by: Samantha Masey, Wealth Advisor 529 plans are a popular choice for parents saving towards their children’s education because of the many benefits the investment plan offers. These plans are used to pay for qualified educational expenses tax-free. This includes higher education expenses of tuition, room and board, fees, books, supplies, and equipment required…
Written by: Harmony Wagner, CFP® Welcoming a new child into the world is an exciting time for parents, grandparents, friends and family. As we guide clients through many different phases and transitions of life, we often provide counsel to people who are interested in transferring wealth to the next generation. My husband and I just…