FAFSA: A College Planning Essential With National 529 Day coming up on May 29th, this month is a great time to start thinking about savings options for higher education. We have many clients who are actively saving with 529’s for their children, grandchildren, and others going to college. What is sometimes overlooked is the importance of …
College planning
Your Financial Review Meeting
Today’s post is a guest blog post from Kim Waldman, who is our Chief Operating Officer at Stephens Wealth Management Group. So, you want to make the most of your financial review meeting, but you aren’t sure how? I totally understand and was in that place myself just a few years back. Following are a …