By Debbie Placke, Vice President, Manager Financial Planning Strategies and Marketing
This spring and summer the whole world is living through something that has never been experienced in our lifetimes. With the COVID-19 pandemic at its peak and stay-at-home orders in place for most of America causing businesses to close, many people are struggling to keep their heads above water.
In these challenging times, what is happening to your financial goals?
By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning
College Refunds and 529 Plans
Recently, colleges and universities have begun issuing partial refunds for spring 2020 semester expenses. With campuses closing to in-person classes and the transition to online learning, more schools may be expected to follow suit. As a result, many students and parents receiving refund checks have questions about whether these refunds can be put back in to the student’s 529 plan and if it is a good idea to do so.
By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning
October brings a lot of things…cooler weather, falling leaves, pumpkin spice everything, and if you are the parent of a senior in high school planning on going to college next year, probably a little panic. That’s because it’s time to file the FAFSA. The Free Application for Federal Student Aid (or FAFSA) is the first step to uncovering if your student will qualify for federal financial aid,
By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing
What is the significance of May 29 (5/29)? Today is recognized at National 529 College Savings Plan Day!
Do you know there is a way to save up for the big expense of a college education that has tax advantages which could help your savings accumulate considerably more growth than a typical taxable savings account? A 529 Savings Plan is an education savings plan that is designed to provide tax-advantaged savings for future education costs,