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What’s behind Vestwell’s $125M Series D funding?
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
How having kids can make clients richer
Raising children is fulfilling in its own right, but it can also lead to improved financial behaviors.
Variety of tax benefits help offset the cost of college
Parents at all income levels can find something that works for them among options that include 529 plans, tax deductions and tax credits.
College savings plans to lobby for unlimited investment changes
Supporters of 529 plans want tweaks to law that caps fund changes at two per year, which could spur adviser interest in managing them.
Factors to consider when choosing a 529 college savings plan
Look for automatic reallocation, inflation hedges and other features.
