Skip to content

Tag: college planning

One Big, Beautiful Bill: 9 Key Provisions (+ Macro Concerns)

At the time of this writing (July 4th, right before I step away for vacation!), the Senate and House have ...

To 529, or Not to 529?

…THAT is the question. Like us, you may be debating the best way to save for your child’s education. You ...

Preparing Children for their Financial Future

Preparing children for their financial future is a key concern of many parents. A a follow-up to last month’s contribution ...

Preparing Young Adults for their Financial Future

With back-to-school right around the corner, we wanted to use this blog to address preparing young adults for their financial ...
Apple on Book

This One Change to Financial Aid Could Negatively Impact Many Families

At the end of 2020, Congress passed the Consolidated Appropriations Act. Most of the attention around this act, a $2.3 ...
Client sitting around a table discussing fiances at wHealth Advisors office

All 529s Are Not Created Equal

At wHealth Advisors, we strive to educate our clients that the location of their assets is often just as important ...