Honoring Graduates and Aiding Their Continued Path with College Planning on 5/29 Day

Congratulations to all the students who are graduating and moving on to new stages in their lives!

With my daughter Zoe preparing to graduate from 8th grade and Charlotte from 6th grade, we are celebrating this significant milestone and their accomplishments, while also ensuring our college savings plan is on track on 5/29 day! It's important to celebrate achievements while continuing to plan for the future.

529 Plans are an excellent choice for building wealth as part of your college savings strategy for the next generation, offering tax-free growth. To get started or get your plan on track, visit my website to explore insights on college planning or contact me to develop a personalized plan.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.