Financial Planning

529 Plans

Take Advantage of ‘529’ Day

529 Plans can be used to finance higher education expenses like tuition, fees, and room & board for post-secondary education. Happy 529 Day!

financial emergency plan

The Importance of Building a Financial Emergency Plan

A financial emergency plan ensures you have enough resources to take care of unexpected expenses, such as medical bills or home repairs. Although there is no one-size-fits-all plan, there are steps that can help you create a financial emergency plan.