5-2-9 Day! The 529 Plan as a powerful tool in your education savings toolbox!

We welcome May 29th as a day to recognize the popular and powerful 529 Plan as a tool in your education savings toolbox.  It's named for Section 529 of the Internal Revenue Code which establishes one of the best ways for you to save for your family's education needs.

If you or someone you know would like to gain a better understanding of the 529 Plan benefits, review your overall education savings plan or like to get started with one, please connect with us. 

Enjoy your 5-2-9 Day!

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Client's Best Interest Drives Advice of Certified Financial Planners (CFP®)

By Maura C. Schauss, CFP®

There are 135 different certifications for financial advisors, and most of them begin with the letter “C”: CFPs, ChFCs, CPAs, CLUs, CFSs, and the list goes on. With an alphabet soup of certifications, how do you find a financial professional who’s right for you?

According to a recent survey, most high-income households want their advisors to have these qualifications:[1]

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529 Plan (Part II) - Off to College? Putting Your 529 Plan to Use

By Todd Youngdahl, CFP®

Congratulations! Your baby is graduating from high school and stepping into adulthood.  For your family, that may mean off to college!

You have been saving into your 529 Plan for years in preparation for this life chapter, and the time has finally come. So, how do you actually use the 529 Plan that you have so diligently grown? Let's take a look.

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What is a Fiduciary and Why Does it Matter?

By Maura C. Schauss, CFP®

In the news, the word “fiduciary” has been thrown around a lot in regards to financial advisors and their duties. The concept can seem confusing to people, as many assume that all advisors, whether they’re stockbrokers or financial planners, are required to act in their client’s best interest. But that’s not the reality. It’s important to understand the distinction between different types of advisors’ roles and what it means for you and your money.

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We Collaborate With Your Team of Experts

Do you ever wish your financial life could be more streamlined and organized? There are so many pieces of the financial pie that things can get complicated, or, even worse, fall through the cracks. Creating customized investment and wealth management solutions requires a significant amount of coordination. What if we told you there was a seamless way to make this coordination happen so you could have peace of mind and focus on living your life?

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Five Steps to Get Your Financial House in Order

By Maura C. Schauss, CFP

Imagine laying out all of your bills, investment account statements, insurance policies, and loans on your kitchen table and trying to make sense of them all. Pretty overwhelming, isn’t it? Getting your financial strategies and investments in place is critical, but sometimes the organizational aspects are overlooked. Here are five tips to get your financial house in order today.

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