529 Savings Plan Strategies

529 Savings Plan Strategies

By Patrick Amey As a financial planner, I can’t begin to tell you how many questions I get about college saving strategies, particularly 529 plans.  And it makes sense, these plans vary by state, the potential tax can be confusing, and people often feel very strongly...
Will Financial Rules of Thumb Work for You?

Will Financial Rules of Thumb Work for You?

By Lucas Bucl I came across a good and entertaining blog post recently debunking some common financial rules of thumb.  Len Penzo’s article is both funny and does a good job of pointing out the flaws in some financial rules that people often take as fact. The article...
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