Financial Advisor Insights

The Secure Act Means Major Changes to the Retirement System

The Secure Act was signed into law on December 20th, 2019, solidifying the most significant changes to the retirement system in over a decade. Though clarification on some of the finer points of the […]

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Parents can now use 529 plans to pay for private school – but should they?

by Kristin McKenna, CFP® on February 06, 2018 in College planning, 529 Plans

The recent tax reform legislation included sweeping changes to our tax code. One of the lesser-known provisions could benefit parents who plan to send their children to private school. The Tax Cuts […]

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