Devin StarrApr 16Wealth ProtectionFree College!? New Jersey Offers Program for Young AdultsKey Takeaways New Jersey has two free college tuition programs for residents. Eligibility is based on income thresholds. It can be much...
Ryan M. Vogel, CFP®Feb 8, 2023Wealth RedefinedWhat I’m Teaching My Kids About Money, Part 3 Key Takeaways Use college savings as a real-life example when educating your kids about investing. Risk and return are directly related....
Brenden Leese, CFP®Nov 9, 2022Wealth ProtectionCollege Saving Amid 529 Declines Key Takeaways If your children are young, you have plenty of time to recover from the current bear market, even if in an aggressive...
Brenden Leese, CFP®Jul 20, 2022Wealth RedefinedStudents Now Less Likely To Be Penalized for Grandparent 529s Key Takeaways New FAFSA form no longer counts grandparent 529 accounts against student aid eligibility. 529 plans offer grandparents...
Brenden Leese, CFP®May 25, 2022Wealth RedefinedNational 529 Day Should be All Year RoundThe ultimate college savings showdown: 529s v. UTMAs v. Roth IRAs.
Robert Dunn, CFP®Mar 23, 2022Wealth RedefinedWhich Type of Advisor Is Right for You? Key Takeaways Everyone’s calling themselves a “financial planner” these days. Most are not. Here’s what to look for in a true fiduciary...