The 529 Plan Reboot: How New Rules Make It a Super-Tool for Your Family

Ric Komarek, CFP®

Published on: 04/09/2025

Big news for education savings! Recent law changes have made 529 plans more flexible than ever. They can now be used for K-12 costs, skilled trades, and professional certifications. Here’s a breakdown of what you need to know

8 Year-End Planning Tips That Put You in the Financial Driver’s Seat

Ric Komarek, CFP

Published on: 06/12/2024

The year is coming to an end. It’s time to save on taxes and set yourself up for the new year. Use this month’s post to learn year-end financial planning tips

Get Creative as You Gear Up for College

Ric Komarek, CFP®

Published on: 05/08/2024

7 College Planning Steps for Teens

Ric Komarek, CFP®

Published on: 03/08/2023