Financial Education Center

Are 529 Plans a Good Way to Save for College?

Yes, they can be an excellent way to save for college. 529 savings plans let you save money for college in an individual investment account that offers federal tax advantages. 529 plans are established by individual states and managed by an experienced financial institution designated by the state. Plans may have slightly different features but essentially work the same way.

Building Client Relationships: Important to the Success of Every Family Business

Although producing a high-quality product or service that consumers want or need is essential to a successful, sustainable family business model, there’s yet another component that shouldn’t be overlooked: building authentic client relationships.