Month: May 2022

Opening Multiple 529s per Beneficiary: A Guide to Help You Get Started

By Melissa Joy, CFP®, CDFA® / May 26, 2022

529 plans are a strategy that many use to save for a loved one’s college education. Although most people are familiar with the benefits of a 529 plan, there are […]

Hacks for Your Health Savings Account

By Melissa Joy, CFP®, CDFA® / May 10, 2022

More often in recent years, we have found ourselves talking to clients about the value of a Health Savings Account (HSA). HSAs can be a valuable tool to help prepare for […]