Kids & College Planning

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Big Changes to 529 Plans: Roth Rollovers, FAFSA Updates, and More

By Robert Cesario / July 30, 2025

Recent changes to 529 college savings plans, especially those introduced by the SECURE 2.0 Act, are making these accounts even more flexible and valuable. Though legislation passed in 2022, several […]

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scholarship myths debunked

Navigating College Scholarships and Funding

By Melissa Joy, CFP® / November 4, 2024

🎓 Have you always thought scholarships were just for the elite? Think again! Many people believe college scholarships are exclusively for top athletes and academic superstars. The truth is that […]

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