Michael Conrath

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RIA NEWS JAN 21, 2015
The season of giving is the perfect time for 529 college savings plans

As financial advisers begin working on end-of-year planning with their clients, now is the time to talk about college investing.

RETIREMENT PLANNING NOV 30, 2014
How to help clients invest for college without sacrificing retirement

Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.