Tag Archives: 529 plans

Celebrating National College Savings 529 Day!

Congratulations! It’s National 529 Day on May 29 (Get it? 5/29?) There’s reason to celebrate if you’re...

Mari Talks to CNBC About Why 529 Plans Are a Great Way to Transfer Wealth

Mari spoke with CNBC last week about why 529 plans can be a great way to...

Holiday Giving: The Gift Of Education for Hanukkah

For many people, the holidays are all about giving. So we were thrilled when one...