529 plans are tax-advantaged savings accounts that can be used for post-secondary education expenses including tuition, books, and room and board. In Wellspring Financial Advisors' latest insights piece, Senior Wealth Advisor, Katie Madzsar, CFP®, AEP®, provides an overview of these plans, including the benefits and potential drawbacks as well as use before, during, and after college. Click here for the full article: https://lnkd.in/eWAPB3vN #529plan #financialplanning
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In our recent webinar titled “Navigating the Maze: Crafting a Customized Education Financial Plan,” host Oscar Skjaerpe, CFP®, discussed how to build a strategy to pay for college. Listen in as he highlights the importance of planning for all of your child’s college expenses rather than taking it year by year. To learn more about building an education financial plan, watch the full webinar recording here: https://bit.ly/3XZnV6U
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What’s THE smart way to save for your child’s college tuition? A 529 plan.💰 Learn how this specialized savings account helps secure your child’s future tuition by offering tax advantages and flexible investment options. You will want to watch today’s reel to discover what factors to consider when setting up your plan for maximum benefit. For additional financial tips, download my free e-book at www.beautifulwealth.com 💡 #financefriday #beautifulwealth
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5/29 is the perfect day to talk about #529 #College Savings Plans. Or any other tax-friendly strategy to save for your child's future college #education. It's not too late and it's never too early start. #EurekaWealthSolutions can help you set up and even manage #investments in your college savings plan. Check out this information, watch the webinar, and reach out! https://buff.ly/4bRwpkC
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Planning for your child’s future education is one of the most important steps you can take to set them up for success. With Path2College 529, you can start saving now while enjoying tax benefits and flexibility. It’s never too early—or too late—to start planning for their future! Explore how Georgia's Path2College 529 College Savings Plan can help you plan to reach your goals: www.path2college529.com #FinancialPlanningMonth #CollegeSavings #529Plan #EducationPlanning #FamilyFinance #Georgia
Welcome to the Path2College 529 Plan
path2college529.com
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🎓✨ Free Webinar: Master College Planning for Your Kids! 🌟📚 Link to Register: https://lnkd.in/gNWzpf9s Join us for an exclusive online session where we'll explore effective strategies to secure your child's educational future without breaking the bank. Whether you're just starting to save or looking to optimize your current plan, this webinar is for you! What You'll Learn: 💡 Smart Saving Strategies: How to start saving for college with any budget. 🛡 Tax Minimization: Tips to save efficiently and reduce the tax impact on your investments. 📈 Maximizing Returns: Ensure your investments grow steadily over time. 🎓 FAFSA Friendly: How to invest without jeopardizing potential grants. Date:12/07/24 Time: 1100 a.m -1300 p.m (CST) Location: Online (Zoom) How to Join: 🖱 Call/Text at (281)865-6493 or scan the QR code. 📩 Receive your exclusive Zoom link to join the webinar. 🔒 Secure your child's future by learning from financial planning experts! Don’t miss out on the opportunity to learn how to best prepare for your child's college expenses. Register Now! #kidssaving #saving #collegeplanning
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Unveiling the truth about 529 plans: What expenses aren't covered? Let's dive in and ensure your education savings strategy is rock solid. #CustomAccounting #RealEstateAcounting #529PlanFacts #EducationExpenses #CollegeSavingsTips #FinancialEducation
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Not all Registered Education Savings Plans (RESPs) are the same. Here are 9 things to know about RESPs and if you have questions, talk to a financial planner to understand the most effective way to save for a child’s education. #ValueofAdvice
9 Quick Facts About RESPs and How To Make Them Work For You
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🎓 Planning for College? Start Now! October is Financial Planning Month, and it's never too early to begin saving for your child's education. From 529 plans to Roth IRAs, there are various options to help cover college costs. Start conversations with your child about their future and get ahead with a solid plan. https://loom.ly/-pLxfs0 #CollegeSavings #FinancialPlanningMonth #529Plan
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🎒 As kids head back to school, it’s the perfect time to think about their future beyond the classroom. 📚 Have you thought about how you’re going to help cover the cost of their university education or future endeavours? Setting up a Junior ISA or exploring education-focused savings plans can be a game-changer in giving them a solid financial start. Start planning today for your child’s tomorrow.Whether it's saving for education, first-time home ownership, or simply giving them a head start in life, I'm here to help guide you through the options. Let’s ensure they’re not just prepared for school but for life. Want to learn more? Let's chat about Junior ISAs and planning for your child’s future financial needs. The value of your investment can go down as well as up. You could get back less than you invested. Derbyshire Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 6/9/2024 #BackToSchool #JuniorISA #FinancialPlanning #ChildrensEducation #WealthManagement #DerbyshireFinancialPlanning
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College can be expensive! its not just tuition, it's housing, food, transportation, parking .. there are a lot of expenses you don't think of until you get there. If you have children or are planning a family, it is important to start saving early to pay for college. Your financial professional can help you get started on developing a plan. Talk to your financial professional to get started today. https://bit.ly/3XbS1m9 #ascendplanning #wealthstrategies #financialplanning #planningforcollege
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