News & Events

Pay off Student Loans or Save for Retirement?

Now that you have started your career, you (hopefully) need to make a decision about how to allocate your excess savings.  Should paying off your student loans be a higher priority than contributing to your employer-sponsored 401(k) or 403(b) plan?

Section 529 Plans: Saving for College

Created in 1996, Section 529 plans offer a tax-advantaged vehicle for college savings. This article will explore the pros and cons of the plans and contrast them with other available savings options.

Getting Your Children Involved in Saving for College

Most articles about college planning focus on advice for parents or other adults who expect to pay the cost for a younger person's education. But what about the beneficiary who plans to attend college?