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Main Office: 716.633.1373 | Lockport: 716.438.2190

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Category: 529 Plans

March 7, 2024

2024 Financial Planning Tips & Trends

As we reflect back on 2023, there was no shortage of news and scenarios…

529 Plans, Charitable Contributions, College Financial Aid, Personal Financial Planning, Required Minimum Distribution (RMD), Secure Act 2.0, Small Business, Tax Planning

December 27, 2023

Tax-Advantaged 529 Plans

One of the most popular tax-advantaged plans available is a 529 savings plan designed…

529 Plans, Tax Planning

September 9, 2021

Back to School! Education Planning Reminders for Fall 2021

School will soon be back in session for Fall of 2021. Parents and students…

529 Plans