Blog

Planning for College with the 529 Plan

Planning for College with the 529 Plan

529 Plans

Tim Scanlan discusses the importance of 529 in your college planning process.  


The opinions voiced in are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated
beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Changing jobs and financial implications

Changing jobs and financial implications

Changing Jobs

Greg Alft discusses how changing jobs can be challenging and some of the decisions that you may run into.  

Quarterly Market Update

Quarterly Market Update

3rd Quarter Market Update

Steven Dye fills us in on what has gone on in the financial markets this quarter.  If you have any questions, don't hesitate to contact us.  This video is a little longer than normal because Steven discusses our process.  

Quarterly Market Update

Quarterly Market Update

2nd Quarter Market Update

Steven Dye fills us in on what has gone on in the financial markets this quarter.  If you have any questions, don't hesitate to contact us