I talked with clients this week about 529 plans they set up for their grandchildren. We discussed a few items, including what options exist for excess funds as well as transfer of ownership in the event of their passing before the funds are spent. I have discussed the former in a prior post (you can […]

Class is in session! Twice this week, I had discussions with clients about what information should be shared with their young adult/teenage children and grandchildren as it relates to finances and investing. I always enjoy these discussions. It’s a honor to speak with young adults and add some much needed context to a topic that […]