By Patrick Amy The new tax law enacted in late 2017 extended the use of 529s to include not only secondary education, but K-12 as well. This potentially provides some tax savings opportunities for parents (or others) who need to determine if using a 529 makes sense...
The beginning of the school year is undoubtedly a very exciting and very expensive time for parents. It has historically been the second-largest shopping season of the year, second only to the winter holiday season. According to the National Retail Federation,...
There are countless things to consider and evaluate when you become a parent. In addition to all of the new furniture purchases, college planning, budget changes, and baby-proofing, there are two very important things that new parents need to review: Life Insurance...
By Lucas Bucl If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get so incredibly expensive?” One popular savings tool that I encounter with clients is the 529 Plan. Started in the late 1980s and...
By Jamie Bosse This short story was shared with me by a dear colleague of mine and I have seen different versions of it pop up here and there. I think it is an awesome reminder of what we need to focus on in life, so I wanted to share it: When things in your life...
