The Private College 529 Plan, which is a pre-paid tuition plan, can help families who have their hearts set on sending their student to a private university.

Many have heard the advice to max out your 401(k). But is that advice all it’s cracked up to be? While there is merit to setting a savings goal on a bi-weekly basis and automating that decision to invest in your future, is a 401(k) the best investment vehicle to use?

In November, many Americans will choose their health care benefits for 2022. You may have an opportunity to invest in a health flexible spending arrangement (FSA) or a health savings account (HSA). Selecting the account that is best for you depends on how you plan to use the money.

One of the most important decisions to be made when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations.

In this webinar, 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.

College admissions trends are changing. Financial advisor Janet Petran provides an overview of some of the latest trends regarding test scores, essays, reference letters, and more in her recent blog.

Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.

The work-life balance struggle is real, and anxiety about finances is partly to blame. It’s not too late to get a handle on finances, improve budgeting, retirement planning, and much more. Get started by watching our free webinar today.

Are you interested in using 529 college savings plans for your child or grandchild but aren’t sure if you know enough about them? Financial advisor Maureen Wright provides a helpful overview to get you started.

When you are a working parent, gathering documents for your tax return is just one more thing to do in your busy life. Financial advisor Nicholas De Jong provides a few practical tips and ideas to help you along the way.

As college tuition costs continue to increase, it’s more important than ever to start saving as early as possible. Financial advisor Maureen Wright provides more information about the background and benefits of 529 college-savings plans.

Have you reviewed your employer’s benefit plan lately? If not, you may be leaving money on the table. Financial advisor Chris Ruedi looks at several common benefits that may warrant a closer look.