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Image for Saving for Education: 529 Plans vs. Coverdell vs. Custodial Accounts

Apr 9, 2025

Saving for Education: 529 Plans vs. Coverdell vs. Custodial Accounts

When it comes to saving for your child’s education, there are several types of accounts available—each with its own benefits, limitations, and ideal use cases. Here's a breakdown of three popular options: 529 Plans, Coverdell Education Savings Accounts, and Custodial Accounts.

Image for How to Choose a Financial Advisor: Key Considerations

Apr 9, 2025

How to Choose a Financial Advisor: Key Considerations

Choosing a financial advisor can feel overwhelming but focusing on a few key factors can help you find the right one for your needs.

Image for How to Access Your 401(k) Funds Early – Without the Penalty

Apr 9, 2025

How to Access Your 401(k) Funds Early – Without the Penalty

One of the most common misconceptions about 401(k) plans is that once your money is in there, you can’t access it without a 10% penalty until you retire. But what if I told you there are ways to withdraw your 401(k) funds penalty-free before retirement?