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What Can You Buy With 529 Distributions?

August 26, 2024

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. Here's a list of 529 qualified educational expenses:

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4 Tax Advantaged College Funding Strategies

August 14, 2024

There are numerous tax-efficient strategies that could help fund your child's or grandchild's college education. Here are four college funding strategies that may be appropriate for your situation.

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financial freedom sign on road

Must Haves for a Strong Financial Foundation

July 24, 2024

As a general guideline, the journey to becoming independent from financial burden and the freedom it brings stems from creating a surplus between your income and expenses. There are many ways to do this, but there are a few building blocks that allow for the ability to have more income than you spend.

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Top 3 Considerations Before Joining the FIRE Movement

July 17, 2024

If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. But here are a few important considerations to make before deciding if the FIRE program may be right for you.

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3 Simple Ways to Achieve Financial Goals

July 9, 2024

The most rewarding goals often take time and effort to achieve. All that hard work makes it worth it when you finally get there! Here are three simple steps to help you define and quantify your goals,
which in turn will bring you closer to achieving them.

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