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  • A young man sitting on a bench with his computer open on his lap.

    May 29th is National 529 Day

    May 22, 2026

    Which 529 plan is right for your family? One is a prepaid tuition plan and the other works more like an investment account. Learn about the differences and the advantages of establishing a 529 plan. May is a good time to review education savings to ensure your family is on track.

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  • A piggy bank with a cap and gown sitting on a stack of books and next to a pile of papers.

    Funding a College Education

    May 15, 2026

    Planning for college doesn’t have to feel overwhelming. Explore a range of funding options, including savings, scholarships, and financial aid, and discover how the right mix can help support your child’s future while keeping your broader financial goals on track.

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  • A high school graduate in his cap and gown standing with his proud parents.

    5 Essential Financial Planning Tips for High School Seniors

    May 8, 2026

    What’s the best way to help your high school senior step into adulthood? This article delves into important financial skills that will help these young adults prepare for successful next steps, whether that means additional education, the military or joining the workforce.

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  • A young high school graduate holding a diploma in her cap and gown,

    Helping Your High School Graduate Prepare for Adulthood

    May 1, 2026

    What should parents consider when guiding new graduates into adulthood? For instance, health and education privacy laws kick in once a child becomes an adult. A little up-front planning can help smooth out the road when facing unexpected bumps. Read the article for more insights!

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  • A couple sitting at a table and filling out a document or form.

    The Value of Bonds

    April 24, 2026

    Bonds can be an important component in a balanced investment portfolio, offering a reliable income stream. They can also help balance risk in uncertain times. Understanding bond dynamics, value and intricacies, can significantly enhance your investment strategy.

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  • A magnifying glass laying over a line chart.

    Stocks, Bonds and Taxes

    April 17, 2026

    This article provides a quick overview of differences between stocks and bonds and then describes possible tax implications for each type of asset. There are several ways to minimize the impact of taxes with gains. One key consideration is the length of time an asset is held. Read on for more!

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