Financial Education Center

529 College Savings Plans

529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition. Much like the way 401(k) plans changed the world of retirement savings a few decades ago, 529 savings plans have changed the world of education savings.

Key Estate Planning Documents You Need

There are five estate planning documents you may need, regardless of your age, health, or wealth.

Advantages and Disadvantages of 529 Plans

People of all income levels are eligible to contribute to a 529 plan.

How Does Inflation Affect Me?

Are you saving for retirement? For your children's education? For any other long-term goal? If so, you'll want to know about something that can impact your savings: inflation. Inflation is the increase in the price of products over time.

Financial Planning Issues for New Parents

As you prepare for life with your new child, it's time to prepare a new financial plan for your family or make any necessary changes to your existing plan.

Leaving A Legacy

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that the assets you leave behind after your death will continue to be a source of support for your family, friends, and the causes that are important to you.