If you were a parent or grandparent who recently used contributions to a 529 plan to finance the cost of school for your child or grand-child, you may be wondering if a 529 plan might also be used by adults for themselves to get a degree or take classes later in life? The answer is
Mid-Year Financial Wellness Checklist
Your health is important, so you don’t delay that mid-year trip to the doctor for a check-up. Well your financial health is just as important! And July is the perfect time for you and your family to have a mid-year financial check-up. Not sure how to review your goals and update your financial plan? Here’s
7 Gifts for Graduates
Graduation is a huge milestone for anyone, but especially for younger people who are looking forward to college, or their first job after crossing the stage. We all know well wishes are in order, but for family members or friends who want to give a special graduation gift, what do you do? Cash is always
