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SECURE 2.0 and Your 529 Account

(February 17, 2023) - Recently, the federal government enacted SECURE 2.0 of 2022, which delivers dozens of retirement-related provisions. Among them is the ability to make tax- and penalty-free rollovers from your 529 plan into a Roth IRA. This new benefit will go into effect on January 1, 2024, and we anticipate that you will be able to take advantage of it with your WA529 GET or DreamAhead account.

College Costs Beyond "Free Tuition"

(July 13, 2021) - In 2018 my first child graduated from high school and I officially became a college parent. During our search for colleges, we realized my daughter’s dream of becoming a screenwriter was not going to become reality at an in-state public university. Searching beyond state universities was not in “my” plan. We were lucky to find a fantastic out-of-state screenwriting program that was affordable after she was awarded scholarships, grants, and loans. Of course, we still had expenses to pay after scholarships and financial aid were awarded.

Embracing Financial Literacy

(April 11, 2021)-Saving and financial knowledge are important parts of children’s lives. With my kids, it began by reading stories that introduced money awareness. Curious George Saves His Pennies was a favorite. We counted coins and dropped them into piggy banks. We took advantage of teachable moments in everyday life. While shopping, dining out, or on a road trip, we talked about money concepts like needs vs. wants or how much things cost.  

Creating Your Own Pot of Gold

(March 5, 2021) - Many descriptive words come to mind when we think about the past year. One word that has possibly eluded us though, is “lucky”. We haven’t had much luck on our side, have we? The ones who could really use a little luck, are our kids. Between school closures, having to remain “socially distant” from their friends, and life as they know it flipped upside down, it has been a long year for them. We have encouraged them to keep going, continue to work hard, and that circumstances will eventually change. A little luck dealing with this pandemic sure would be nice.

February Celebrations

(February 11, 2021) - Celebrating holidays with little ones creates precious memories. Valentine’s Day is popular for little ones, especially giving and receiving beloved school valentines. Due to Covid-19, many of us altered our celebrations and traditions last year.  With remote learning still largely in place, Valentine’s Day celebrations will also look different.

Time for a Fresh Start

(December 30, 2020) - We made it! 2020 is officially over. A year that brought chaos, confusion and unsettled nerves. At last, we start anew. We can start 2021 with a clean slate, a fresh set of eyes and a list of new goals. Many of us will set resolutions or begin doing things that we have put off. Taking the first step is often the most difficult. When it comes to your child’s future education expenses, the first step is saving that first dollar.

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