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Daily Archives: October 25, 2023

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Saving for College with a 529 Plan

Education Planning, VideoBy Editorial TeamOctober 25, 2023

Associate Clay Norman, CFP®, explores the benefits of 529 savings plans for parents looking to save for their child’s college education. These plans offer tax advantages, flexible contribution options, and various investment choices.

The Significance of Milestones and Responsibilities in Early-Stage Advisor Agreements

Blog, Business Owner/Self Employed, Starting OutBy Editorial TeamOctober 25, 2023

Entrepreneurs may overlook the importance of structuring advisory relationships with care. One of the most common pitfalls startups face is overcommitting equity in exchange for advisory services.

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