Tag Archives: college planning

Give Your Child The Power To Dream Big Without College Debt

As a long-time financial planner, I have often talked about how I used the Florida...

Another Excellent Solution for Unused 529 College Funds

You know that unused 529 college funds can now be rolled to the beneficiary’s Roth...

10 Top Reasons to Invest in a 529 College Plan Right Now

Financial Advisors: Are you up to speed 🏎️ 🏁 on all the changing new 2024...

Best College Planning Strategies For The COVID Era

Thank you to the Financial Planning Association of Central Florida for the invitation to speak...

8 Great Financial Gifts For Kids

Thinking of a gift with lasting impact and value? Check out this article in U.S....