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117 Things We Do for Our Clients Number 33 -Help with College Planning and Financial Aid
Image by 3D Animation Production Company on Pixabay We help families figure out the best ways to save for college without breaking the...

Steve Martin
6 days ago1 min read
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How the SECURE 2.0 Act Changed 529 Plans
Changes to 529 Plans in the SECURE 2.0 Act The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve...

Steve Martin
Jul 13, 20234 min read
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