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Back-to-school is a reminder for financial advisors to review clients' educational savings goals

Retrieved on: 2024-08-27 22:23:47

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Back-to-school is a reminder for financial advisors to review clients' educational savings goals. View article details on hiswai:

Summary

The article discusses the importance of financial planning for educational savings, particularly through using 529 plans and other investment strategies. It highlights the roles of financial planners like Bryan A. Cassick and Noah Damsky in advising clients on college funding, tax benefits, and the impact of financial decisions on educational goals.

Article found on: www.financial-planning.com

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