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Category: College Planning

How to Save and Invest for Kids

How to Save and Invest for Kids

Many parents ask themselves what they should be doing today to set their children up for future financial success. 
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Secure Act 2.0

What The Secure Act 2.0 Means For You

At the end of 2022, the Consolidated Appropriations Act was passed, which included a retirement bill known as SECURE Act 2.0. This law was built upon the original SECURE Act legislation passed in 2019. 
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3 Ways to Uplevel Your College Planning

THERE’S NO SINGLE, right way to legally crack the college admissions and financial aid systems. It’s up to teenagers and their parents to do the necessary work.
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