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New Developments with 529 Savings Plans

With classes being cancelled and student life being disrupted like never before due to the Coronavirus pandemic, it may be hard to think about the future and going off to college, but at some point this will pass and attending colleges will resume. To prepare for when...

Our Coronavirus Notice

We are reaching out to provide an update on our “in person” meetings status due to the evolving situation regarding COVID-19, more commonly known as the Coronavirus. The health and well-being of our clients is our highest priority. Currently our offices are open and...

4 Common 529 Plan Mistakes to Avoid

529 plans help offset the cost of college tuition with tax-advantaged savings. However, only about 30% of Americans know that 529 plans are effective tools for saving for college. Many of those who do know about them fail to take full advantage of what they can offer...