National 529 Day

529 Plans: Common Misconceptions

529 Plans: Common Misconceptions

Casia Chappell, CFP®, CPWA®, discusses 529 college savings plans and their details that oftentimes confuse savers and students and how to best utilize these plans.

How to Choose a 529 Plan

How to Choose a 529 Plan

In honor of National 529 Day, we’ve highlighted several criteria to explore when it comes to choosing the best plan for your college savings and wealth planning needs.