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Saving for K-12 education with a 529 plan

Saving for K-12 education with a 529 plan

May 17, 2023 | Family & Life Events

Learn about using 529 plans for more than just college savings. 529 plans were originally established to help families pay for qualified higher education expenses by offering tax-deferred investment growth and tax-free withdrawals. In 2017, federal tax legislation...
Pay off debt with a plan in mind

Pay off debt with a plan in mind

Apr 10, 2023 | Family & Life Events

If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow will depend on many factors, including the total amount of...
An empty nest could mean a fuller wallet

An empty nest could mean a fuller wallet

Jul 8, 2022 | Family & Life Events

FAMILY & LIFESTYLE When children leave home, you may have extra resources to invest in yourself. “Pomp and Circumstance” plays. You beam with pride as your child moves the tassel from one side of the mortarboard to the other. Congratulations. Your kiddo just...
Get to Know Special Needs Trusts

Get to Know Special Needs Trusts

Oct 14, 2021 | Family & Life Events

  Estate and Giving Trust assets can be used for a variety of helpful and enriching benefits, all while not jeopardizing valuable government assistance. Caring for a family member or friend with a disability or special needs can be difficult to navigate without...