Saving for College: 529 Plans and Beyond [On-Demand Webinar]
In this webinar recording, you’ll learn how to select the best account to use for college funding and questions to ask yourself when setting your college-savings goal. The presentation with Jeremy Joseph will also cover the pros and cons of different funding approaches and gifting considerations for grandparents who are using 529 plans for their grandchildren.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.
Homes can represent so much, including family memories or historical significance. But inheriting a home can be a bittersweet experience for the receiver. On one hand, the asset could provide long-term financial stability. On the other, it could be a source of stress – especially if the home you inherit comes with a mortgage.
Do you agree on your financial goals, budget, and money habits? Watch Savant’s director of financial planning Anne Mank and financial advisor Wayne Titus discuss strategies for financial harmony in your relationship in this recorded webinar.
In some cases, elderly parents may need to move in with their adult children to receive assistance with daily tasks and medical care. While this can be a great way for families to come together and provide support, it likely also involves additional expenses.