7 Ways to Use Your 529 Plan

Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day?  In honor of that day we wanted to provide seven ways to put a 529 plan to use. What constitutes a qualified educational expense?  When…

Our 2019 Investment Outlook, Ep #78

A common question I receive is now a good time to invest?  Or what should I invest in?  I don’t have a crystal ball so I can’t time the markets (quick tip:  no one else does!).  That said, over the…