September 10, 2016
529 Plan Tips
If you’re not familiar with 529 plans, you will be by the time you
finish this article. First, a quick definition: 529 plans are a savings
vehicle specifically designed to help you save money to cover
the costs of higher education. 529 plans also offer the added
benefit of significant tax benefits, which we outline here in our "Advantage" Magazine.
It’s hard to believe that we are already into July. Even with the deadline for filing your return and making a payment (if you owe) being extended to July 15, 2020, it still seemed like it came upon us fast. With only a few weeks left, be sure to get any final documents to us and answer any outstanding communications immediately.
New gardeners have come out of the woodwork this year, looking to create a sustainable food supply in their own backyards. Of course, not everyone has the space or the time to create a full-on outdoor garden. So, why not start small…and indoors?
It’s safe to say that most people are laser focused on money right now—specifically on how to make it last longer. To help you do just that, we compiled the following list of tips for spending less in 2020: