educational saving

Invest in Your Child’s Future with a 529 Plan

A 529 plan is a great vehicle to start saving for your child’s college education expenses. Much like your 401(k) plan at work, 529 plans offer a set list of investments and the assets inside can grow tax free. We have created some projections to help you understand what balances you might expect if you save $50, $100, $200 or $300 monthly along with some key takeaways.

Graduations Edition

Whether it is for you or a loved one, a graduation is a truly special moment to celebrate the accomplishment at hand and look forward to the future. As you’ll read in this newsletter, graduations are just as much for parents who are graduating from one spending level to another and adjusting to the new financial demands of the next advancements along the educational path.