In this episode Melissa Joy, CFP, ® and Ann Garcia, CFP®, a financial advisor and author of the popular College Financial Lady blog, discuss why a 529 plan is a great vehicle for college savings. They cover everything from asset weighting on the FAFSA form, flexibility on what colleges your child can attend, and how they…
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 some lesser-known benefits of having multiple 529 plans for one child. For many, simplification of their investment strategy is their number one goal. If this…
In this episode Melissa Fradenburg, financial advisor, RJFS will be sharing some of her favorite clips from episodes in season 2. Together with Pearl Planning founder and podcast co- host Melissa Joy, CFP® , this season has explored topics from budgeting and improving your net worth to work-life happiness and college savings. It is our mission to provide…