Setting up a 529 Plan
Today is National 529 College Savings Day! This day raises awareness around planning and saving for higher education expenses. Brice takes a few moments to walk you through setting up your own 529 savings plan on misaves.com.
Today is National 529 College Savings Day! This day raises awareness around planning and saving for higher education expenses. Brice takes a few moments to walk you through setting up your own 529 savings plan on misaves.com.
Ronnie sits down in this week's Personal Life Cycle series with a couple in their 60's, right on the cusp of retirement. They chat about lifestyle changes in retirement, budget preparation, and many other factors to consider as they approach this important life transition.
This week, as we take off where we left off with our Personal Life Cycle series, Steve sits down with Barb and Keith to talk about understanding what they want their retirement to look like and saving for retirement.
In this week's Personal Life Cycle series, we are wrapping up our Middle-Aged series with Kyle, Amy, and her husband Casey. With two children, they are working on a plan to make sure that they are taken care of in the future.
This week, Mark sits down with our Operations Manager, Alaina, and her husband Chris to talk about teaching your children about finances, allowance, and first jobs. You won't want to miss this one!
In this week's Personal Life Cycle series, Justin sits down with Haley and Brad to talk about starting a family and how to prepare for their family's future.
This week's Personal Life Cycle series launches our next chapter, Young Adults. Starting with marriage & sharing responsibilities, Kyle sits down with Paige and boyfriend, Kollyn, to discuss these concepts.
In this week's Personal Life Cycle series, Steve sits down with his son Ethan who just graduated high school to talk about what his relationship with money is going to look like going into College/trades.