529 Plans
Want to know what you can use a 529 Pllan for? How about beneficiary rules that are specific to your 529 Plan? Watch now to learn more!
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Want to know what you can use a 529 Pllan for? How about beneficiary rules that are specific to your 529 Plan? Watch now to learn more!
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We spend a huge portion of our careers and saving efforts preparing for when we leave our jobs behind and take the leap into retirement. There’s always a worry that we won’t have enough saved, or the market will take a turn and we’ll end up broke. Even in the media, the most popular retirement-related […]
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One of my favorite aspects of working with a new financial planning client is seeing how the person handles their money, and that goes doubly so for a married (or long-partnered) couple. It’s always interesting to see what relationship skills related to money evolve over time, and conversely what doesn’t evolve or get better. […]
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Whether your child is going off to college this fall or graduating in the spring, you’ve likely considered how you can make sure they get proper health insurance. Although most young adults don’t prioritize having access to healthcare, they also don’t know the cost of a trip to the urgent care clinic for a strep […]
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Ways to Show Your High School Student You Love Them This Valentine’s Day Your kids might be past the “teddy bear and candy hearts” phase for Valentine’s Day gifts, but there are still meaningful ways you can show you love them when they’re late teens. Since many high schoolers are focused on MONEY, try […]
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