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After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.
November 2 -
The average 529 account holds less than $29,000, which would pay for about half of a year of tuition at the average private university or a year or more at a public university.
October 7 -
Plans sold through brokers cost nearly three times as much as those sold directly; time-stressed parents can find it's worth it.
May 25 -
Too many Americans don't understand how these tax-advantaged accounts can help with college savings, writes Andrea Feirstein.
April 26
AKF Consulting Group -
When it comes to gifting to a child that isn’t your own, author Erin Lowry writes things do become a tad more complicated.
April 23 -
University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.
January 26 -
In the first wave of cases under the regulator’s self-reporting initiative, it garnered more than $2.7 million in payments of restitution plus interest.
December 30 -
A deep dive into all the critical questions, strategies and tax planning moves for clients and their university-bound children.
December 29 -
While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.
October 5 -
It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.
August 31
Proquility Private Wealth Partners







