Paying attention to 529 qualified and nonqualified expenses for plans can help you avoid needlessly paying a penalty. Presented by Gerard Longo, AIFA®, CPFA®: What are the qualified and nonqualified expenses? You’ve put in the hard Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Have you heard the term borrower defense to repayment but are not sure what it means? Read More...