Financial and Estate Planning for Young Professional Parents: 7 Key Considerations

You’re old enough. You’re wealthy enough. People depend on you. There’s no excuse for procrastinating! By Kaity Perez, JD, LLM and James Nevers, CFP A recent Caring.com survey found that nearly four in five millennials (78%) and 64 percent of…

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529 Plan Update – Using Funds to Pay for K-12 Tuition

529 plans are tax-advantaged savings plans that have traditionally been used by families to pay for their children’s college expenses. Contributions grow tax-deferred and may be withdrawn tax-free for qualifying expenses. These plans have always been a powerful planning tool…

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