“With the COVID-19 coronavirus, extreme uncertainty has hit home, forcing some families to consider tapping into their savings and investments…..”
“Setting up a 529 education savings plan to fund a child’s college years can mean hours of research and laborious amounts of paperwork…”
“If you are a parent, consider investing in a college savings fund this year…”
How much are you paying for your 529?
“529 plans are investment products designed to help families save for future education costs. A direct-sold 529 plan is a lower-cost, DIY option that can be opened online. Advisor-sold 529 plans must be purchased through a licensed financial advisor.”
“Saving for retirement or other big life moments is often viewed as an end in itself: Sock away a little bit each month, and you’ll achieve your financial goals. But many of these accounts can also play a role in lowering your tax burden here and now.”
“There are a lot of important goals in life to save for, and misplaced priorities — or just bad money management — can mean that many of us find”