529 Plans

September 29, 2021

Maximizing Wealth Transfers to Minors

If you wish to maximize wealth transferred to a minor child or grandchild without having […]
June 28, 2019

What is the Best Way to Help My Grandchild Pay for College?

With college tuition as high as it is today, many of our clients are wondering […]
June 28, 2019

Paying for College: Financial Aid 101

“Will I qualify for financial aid or grants given my household income and assets?” This […]
May 28, 2019

Empty Nest: Kids Out, Tuition Bills In! How to Use your 529 Plan to pay for College

The nest is empty! My youngest headed off for his freshman year of college recently. […]
September 25, 2018

One More Reason to Fund 529 Plans—a 529 Plan UPDATE

School is back in session. For those of you with children (or grandchildren), the pressing […]
September 28, 2014

529 Plans for Higher Education: Five Reasons You Should Consider Funding One

As we come to the start of another school year, you may be thinking about […]