Tag: financial education

Visual concept for a 529 College Savings Plan showing a handwritten thank you note on a sticky note, with the message 'It’s 2035. Your client just said thank you. What you do today makes that future happen.' Created by Plum Direct Marketing.

What Your Clients Will Say in 10 Years About Their 529 College Savings Plan

Part 4 of 4 – College Savings Series Let’s do something different. No charts. No definitions. Just real talk about the 529 college savings plan—and

Continue Reading »

Financial planning for young adults depicted through a financial advisor guiding a young graduate in a one-on-one meeting.

The Graduation Talk No One Had With You—But Your Clients Need Now About Financial Planning for Young Adults

Part 1 of 2 – Graduation Series A smarter way to show up for families at one of life’s biggest milestones. There’s a conversation I

Continue Reading »