wealth protection management featured image

529 College Savings Plans: Should you consider a change?

Parents often face the competing challenge of funding their children's college or their own retirement savings.

Parents often face the competing challenge of funding their children\’s college or their own retirement savings. 

During divorce, these goals collide more acutely. Income is stretched and expenses increase with two households.

How do 529 plans come into play? Here is a great resource with more information:

https://www.assettv.com/video/college-savings-savvy-under-what-circumstances-should-i-advise-clients-change-529-plans?chid=2091

College Savings Savvy: Under what circumstances should I advise clients to change 529 plans?

Click  to view the video.

Share the Post:

Related Posts

Wiley Online Library - Article with Lili Vasileff and Family Court Review
Articles

Wiley Online Library: Vulnerability and Trust in the Collaborative Divorce Process

This article explores how the Collaborative Process transforms traditional professional roles in divorce by bringing attorneys, mental health practitioners, and financial neutrals together to support transparent, respectful, and cooperative problem-solving. It highlights how trust, teamwork, communication, and shared accountability can help families reach durable agreements and healthier post-divorce relationships.

Read More »