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529 Plans

Choosing A Trade School Over A Four-Year Degree – A Talk With A Parent (Audio Only)

Mark speaks with a real-life parent and discusses her son’s choice to attend a trade school. No one doubts that college can be a great post-high school choice for many, but all too often, the trades are not considered when that choice is made. Society puts a lot of pressure on all kids to get …

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Don’t Lose Your HEAD — Your 529 Plan & Market Risk / 4 Things To Do To Prepare For Down Markets

The story is all too familiar: a family doing all the right things invests in a 529 Plan to limit the amount of debt their child has coming out of college. Pre-COVID investors, including college investors, prospered. Over the last 10 years an aggressive portfolio could have easily doubled, or even tripled in value. With …

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