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Education
529s and Taxes - To Report or Not to Report?
529 plans can be a source of confusion when it comes to taxes. Here's what you need to know.
Education
Benefits of a 529 Plan
Saving for a child’s education can feel overwhelming, but a 529 college savings plan can make it easier and more effective.
Investment
What the ETF?
Have you ever wondered "What the ETF?" We go past the acronym, and explain one of our favorite investment vehicles.
Education
How to make a withdrawal from your 529 plan
Here's how to make the most of your 529 savings when making a withdrawal.
Education
Rolling a 529 Account into a Roth IRA
Families can now roll over unused funds from their child's 529 plan into a Roth IRA and keep growing their tax advantaged investment.
Education
The unexpected perks of attending a budget-friendly college
Picking a budget-friendly college might be the secret sauce to a better college experience and post-graduate success.
Investment
1 Sign Up = 1 Tree Planted
As a symbol of the hope and transformation we're planting a tree for every person that signs up for our waitlist.
Investment
Stock Market or Real Estate?
Weighing up popular long-term investments by diving into historical data and distilling it down, so you don’t have to.
Investment
Everything is going up, except wages
If you feel like you're earning proportionately less than previous generations, while producing more work, you're not crazy.
General
Is Ownership a Thing of the Past?
It’s time to start owning this world instead of renting. No more life as a subscription service.