Young girl balancing school book on her head

A Parent's Guide to 529 Plans

Do you have children in grades K-12 who are enrolled in a private school? Is your child flying the nest this fall to pursue a post-secondary education? If so, you may be eager to tap into the 529 Plan you have been funding for years.

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Funding Education – Where to Begin

Are you considering funding some, if not all, of your child’s or grandchild’s future education costs and unsure where to start? With the stress of funding your retirement, planning to fund future education costs can easily be pushed off and forgotten about.

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Back-to-School: Education Tax Incentives Refresher

With school starting up for another semester, now is the perfect time to brush up on your knowledge of education tax incentives. The federal government offers three incentives: tax credits, deductions, and savings plans.

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