(December 12, 2022) - Most of us are familiar with the term, “it takes a village to raise a child”. During the holiday season, I have been reflecting on how thankful I am for our “village.” Friends, family members, teachers, and neighbors helped us influence and raise our young adult children to be hard-working, smart, kind, and witty humans with good financial sense. As my husband and I watch our young adults navigate their lives and make wise decisions along the way, we couldn’t be prouder.
(November 28, 2022 - Showcase Magazine) - Post-high school education is one of the biggest expenses people face in their lifetime. 529 plans were created to help parents, future students, friends, and family save money tax-free for qualified higher education expenses.
Read more at Showcase Magazine
(August 31, 2022) - It’s September, which is National College Savings Month! This is the month when we officially recognize the importance of saving for post-high school education and training. Let’s face it, college is expensive, and getting more so with every passing year. College Savings Month is a great reminder for families to put money away for their student’s future education expenses.
(Seattle Refined, May 18, 2022) - In recent years, the rising cost of higher education may have led you to question whether your child should pursue a degree. However, research has shown that, in the long run, degrees increase earning potential and raise the likelihood of career advancement.
Families who save for college would get tax cuts plus the option to roll unused savings into a child’s retirement account under a bipartisan bill sponsored by U.S. Sens. Maggie Hassan of New Hampshire and Susan Collins of Maine.
The 529 plan you choose can have a big impact on your total savings when it’s time to pay for college. However, a family’s needs may change over time and sometimes it makes sense to switch 529 plans.