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Should We Use a 529 Plan for K-12 Expenses?

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...

How to Avoid Breaking the Bank on Back to School

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,...

2 Things that New Parents Should Not Put Off (But Usually Do)

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...

Kids and Money – 4 Things to Consider when Your Child gets Cash

By Jamie Bosse Kids know what money is at a very young age, but don’t necessarily understand what it means, or what it can do.  Throughout the year, your child may receive money for various reasons.  They may get cash for birthdays, holidays, religious ceremonies, and...