529A Accounts for Special Needs Individuals

September 27, 2021

September is College Savings Awareness Month. Learn how 529A accounts will be an integral part of financial planning for families with special needs children in the future Presented by Kevin M. Curley, II, CFP®: The Achieving a Better Read More...
529 Plans: Qualified and Nonqualified Expenses

September 6, 2021

September is College Savings Awareness month: Paying attention to qualified and nonqualified expenses for 529 Plans can help you avoid needlessly Read More...
Should You Save for Retirement or for a Child’s College Education?

June 1, 2020

Presented by Ben Murphy, CPA, PFS™: For parents, deciding how much to save for retirement versus what to set aside for a child’s education can be Read More...
529 plan with college student opening book.

August 14, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: To parents with aspirations of sending their children to college or university, the costs associated Read More...
Student loan repayment image of man searching on computer

June 24, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Graduating from college is certainly cause for celebration! But for many graduates, earning a higher Read More...
Paying for College with Image of University Building

January 3, 2019

By Kris Maksimovich, AIF®, CRPC®:  According to CNBC, a four-year private university is expected to cost $303,000 by 2036 and public colleges Read More...