The Architecture Of Wealth - Well-Balanced Wealth Building
Education:How To
Balancing paying for college and retirement is challenging. 529 Savings Plans are one of the best options to help parents invest and save for college. They not only offer substantial tax benefits, but they also are a great way to involve the entire family in the child’s education! In Part #1, Mark will explore 529 Savings Plans and how they might fit into your education funding strategy. For Part #2, we will look at 529 Prepaid Tuition Plans.
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
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