It’s my goal to not only educate my clients but also their children. Today I am going to discuss a …
529 Plans: The big questions answered
For National College Savings Month in September, we discuss several burning issues about these popular college savings vehicles. Assets in …
College is Expensive. Make Sure You Have a Plan in Place.
Are you aware of the different options available to you when saving for your children’s (or grandchildren’s) college costs? Here …
Making Smart Investments for Your Family
Raising a family is rewarding and expensive. Consider taking these steps to support your family financially through a program of …
Saving for College—Today
College can seem costly, but with an early start and prudent planning, it can be reasonably affordable. Here are some …
College Won’t Pay for Itself. How Will You Pay for It?
You may have more choices than you think. Is creating a college fund on your to-do list? Consider these options. …
What to Do Before 30 if You Want to Build Wealth
Some key financial steps that you could take. Your twenties are the perfect time to save and invest. Do it …
Smart Financial Moves in Your 40’s and 50’s
These crucial years call for action. Today, retirement may seem nearer to you than it once did. The following moves …
An Overview of the Arizona College Savings (529 plan) Program
The Arizona Family College Savings Program (529 Plan) forms the Section 529-College Savings Plan. It falls under the sponsorship of …