Helping you build a solid foundation. Learn how to organize your finances, create realistic budgets, manage debt, and set achievable financial goals. This is where confident planning begins.
When most people think about a 529 plan, they think of one thing: college savings. You put money away, it grows tax-free, and someday it helps pay for education expenses. While that’s still true, a recent rule change has made 529 plans much more flexible. In fact, for some families, a 529 plan can now help fund not only a child’s education, but potentially their retirement as well. What Happens If the Money Isn’t Needed? When I talk to parents about 529 plans, one of the bigg
