Jackie Williams

College Savings Watch: Stimulus Bill Permits Use of 529 Funds for Computers

By Kara P. Stapleton | February 17, 2009

Expands permitted use of college savings vehicle for student computer purchase
The educated boomer parent

By Mike Werling | September 1, 2008

Unbelievably, too many boomer parents still save for college with taxable vehicles. Advisors need to steer them toward tax-advantaged accounts - like 529 plans. Parents know...

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The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.