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Transferring Assets to a 529 Plan

by Enduring Wealth Advisors | Kids and College

A 529 College Savings Plan may be an attractive vehicle for those looking to save for a child’s education.1 If you have already committed college-earmarked assets to another type of financial vehicle, such as a Coverdell Education Savings Account or a custodial...

The Rules of Responsible Financial Parenting

by Enduring Wealth Advisors | Kids and College

Today, many families are concerned about the potentially adverse effect of wealth on the financial values of their younger generations. The goals that many affluent parents and grandparents have set for their children or grandchildren reflect core values, an honest...

Meet the Education Challenge: Planning for Tomorrow’s Tuition Costs

by Enduring Wealth Advisors | Kids and College

Many parents dream of the day their child strides to the stage to receive a college diploma. On the other hand, many parents dread the day that college tuition bills arrive. Despite steep tuition costs, however, a college education may be a sound investment...

Kids and Money: A Little Education Pays Off

by Enduring Wealth Advisors | Kids and College

Just about anyone who’s ever watched a child or grandchild go from the crib to kindergarten and beyond has uttered the phrase, “They grow up so fast.” Although you can’t really freeze a youngster’s precious moments in time, you can take...

College Prep: Five Reasons to Study Up on 529 Plans

by Enduring Wealth Advisors | Kids and College

Millions of families striving to meet the mounting costs of college have flocked to 529 college savings plans. For most investors, the plans’ main attractions are the potential for federal tax-deferred earnings growth and federal tax-free qualified withdrawals.1...
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  • Which Student Loan Repayment Strategy Is Appropriate for You? 
  • Investing With Tariffs In Mind
  • How to Manage Your 401(k) Investments: DIY or Hire a Financial Professional?
  • Choosing a 529 Plan
  • Five Questions to Ask As You Consider Retiring

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