Can you escape this 529 tax consequence?
By Ralph Bender, MBA, CFP®
The Section 529 Plan is one of the best vehicles for accumulating education funds, because they can benefit both the student and the contributor.
Focus on the Long Run
Kids and College
A New Baby in the Family
By Ralph Bender, MBA, CFP®
Today you brought your first baby into the world! We are so excited, and mom is in her element. We can’t wait to spoil her. She’ll be joining our annual father/daughter date at the Angels’ home opener.
Congress gets it act(s) together
By Ralph Bender, MBA, CFP®
For the first time in years, Congress passed a budget bill that won’t require an annual battle over the details. The spending cap is set for the next two fiscal years.
The Lasting Impact of 9/11
By Ralph Bender, MBA, CFP®
Ever since that horrific day in 2001, nearly 14 years ago, we have seen an increase in the use of the calendar to create and enhance awareness of our pet projects or concerns.
Transferring Assets to a 529 Plan
By Enduring Wealth Advisors
A 529 College Savings Plan may be an attractive vehicle for those looking to save for a child's education.
The Rules of Responsible Financial Parenting
By Enduring Wealth Advisors
Today, many families are concerned about the potentially adverse effect of wealth on the financial values of their younger generations.
Connect
