Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events
// Estate & Giving
Answering Four Common Questions About COVID-19 and 529 Plans
9/29/2020
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.
Family & Life Events
Key Requirements for Aging in Place
9/8/2020
Remaining at your long-term residence as you age may be an attractive option – but it may also require making home modifications to accommodate your needs.
Family & Life Events
Make Lasting Memories by Savoring Life's Simple Joys
8/31/2020
While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones.
Family & Life Events
6 Hacks to Boost Your Productivity [INFOGRAPHIC]
8/31/2020
Streamline your day with these simple suggestions.
Family & Life Events
// Lifestyle and Technology
When COVID-19 and the 2020-2021 School Year Collide
8/27/2020
Can the money in a 529 plan cover virtual learning costs? What if your student takes a gap year? Will you need to take action if the school issues a refund?
Family & Life Events
4 Ways to Create a Meaningful Family Legacy
8/24/2020
Legacy planning that goes beyond finances can help us live with intention.
Family & Life Events
Saving for K-12 Education with a 529 Plan
8/20/2020
Learn about using 529 plans for more than just college savings.
Family & Life Events
Which Education Expenses Are Considered Qualified?
8/19/2020
Learn more about what the savings in a 529 plan can help pay for.
Family & Life Events
Leaving Money to Your Kids? Consider These Inheritance Tips
8/18/2020
How to have a valuable family conversation about your estate.
Estate & Giving
// Family and Life Events
Your Guide to Marriage and Money
8/17/2020
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.
Family & Life Events
