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Can a 529 Benefit Multiple Generations?

Can a 529 Benefit Multiple Generations?

Most families agree that 529 plans are one of the best options when saving for college. Between the tax-free earnings and flexibility of qualified use, families looking to provide education assistance for their children should take advantage of this savings vehicle....
Spring 2020 Newsletter: SECURE Act

Spring 2020 Newsletter: SECURE Act

Last summer, we wrote about pending legislation that would make changes to retirement savings rules. On December 20, 2019, President Trump signed the SECURE Act into law creating several new rules, which have broad-reaching implications. KEY PROVISIONS OF THE SECURE...
Market Update: March 12, 2020

Market Update: March 12, 2020

The markets continue to struggle in response to world events. Widespread global efforts to combat the spread of coronavirus (COVID-19), including the many cancellations, closures and restrictions, will have significant economic impact; therefore, we believe the odds...

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