Proud dad moment: my daughter Kate has started college at The University of Florida this fall! I’m really thanking 35 year old me right now for investing in the Florida Prepaid Plan, a college savings plan, and a custodial account to cover all of her college expenses. Kate getting the Bright Futures Scholarship was the cherry on top!
If you have wealth to pass on to your heirs and you’ve not had a conversation about it, you’re not alone. Most haven’t. See our new wealth transfer planning guide and ask me for guidance so that your intentions and values become known. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf
Planning for college? A new tax bill could impact your education savings plans! Learn how proposed changes might affect your strategy. Stay informed and plan smart! #CollegeSavings
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Proud dad moment: my daughter Kate has started college at The University of Florida this fall! I’m really thanking 35 year old me right now for investing in the Florida Prepaid Plan, a college savings plan, and a custodial account to cover all of her college expenses. Kate getting the Bright Futures Scholarship was the cherry on top!
If you have wealth to pass on to your heirs and you’ve not had a conversation about it, you’re not alone. Most haven’t. See our new wealth transfer planning guide and ask me for guidance so that your intentions and values become known. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf
'One Big Beautiful Bill' expands 529 plans. But are there better options?
Planning for college? A new tax bill could impact your education savings plans! Learn how proposed changes might affect your strategy. Stay informed and plan smart! #CollegeSavings
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