Andrew Schwartz, Vice President of Madison Planning Group was recently quoted on SavingForCollege.com
He provided tips on how to help clients solve three common issues with college planning.
Case 1: New parents without a plan to save for college
Gary Schwartz Awarded Ethics Approved Status
The International Association of Registered Financial Consultants (IARFC) has recently awarded Gary Schwartz of Madison Planning Group the "Ethics Approved Seal" for their adherence to the IARFC Code of Ethics.
We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.
However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help:
Rules on Opening a 529 Plan Account for College
Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are used for college. Here are some common questions on opening an account.