College Planning | Adams Ashby Financial Advisors

Should I save for Retirement or College? | Roseville Financial Planner

Being a parent has been one of the most rewarding experiences of my life. It has brought me so much joy to watch my baby begin to grow up. As with most of you, I am now being faced with the reality of saving for my retirement and for college. Every time I see how [...]

By jeff|2014-02-27T20:28:48-07:00February 1st, 2014|College Planning, Retirement Planning|Comments Off

College Planning – 529 plan – Roseville Financial Planner

What is a 529 Plan?: A 529 Plan is an education savings plan operated by a state or educational institution designed to help families set aside funds for future college costs. It is named after Section 529 of the Internal Revenue Code which created these types of savings plans in 1996. These have [...]

By jeff|2014-02-17T22:14:48-07:00January 1st, 2014|College Planning|Comments Off