The Top 529 Education Savings Plans of 2021

Parents, as you begin the process to plan and save for college expenses, you may find this article by Morningstar on The Top 529 Education Savings Plans of 2021 a helpful resource. We also have some useful tips and suggestions in this guide.

© Copyright 2022 Morningstar, Inc.

 

 

If you have questions on this or other aspects of financial planning, reach us any time at (833) 888-0534 x2, or send us an email.

Leave a Comment

Your email address will not be published.

Good things come to those who plan for them

Download our free 401(k) primer

A man waters a plan with currency growing from it

We can help you plan for healthcare in retirement

Download our primer on retirement healthcare options and expenses

A man holds currency while a financial advisor gestures to a security icon

Get Started Saving for College

From opening 529 account to calculating how much to save, we’ll help you create a college saving plan with our free guide.

Two people shake hands while a woman on a laptop and a man pointing to a chart track financial growth

Consider a Financial Caretaking Plan

A Financial Caretaking Plan outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own. 

This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok! We can work on this report together to reflect your plans.

A man holds currency while a financial advisor gestures to a security icon

Do You Need a Trust?

Download our guide which provides a broad overview of some of the most commonly used trusts FAQ. We collaborate with estate planners and can explore with you if a trust could benefit you and your family.

A man holds currency while a financial advisor gestures to a security icon

We're here to help.

Download our guide to understanding long term care expenses and options.

Financial advising team meeting for retirement planning