If you’ve saved diligently for a family-member’s education—and he or she does not need help funding education expenses—the 529 Plan savings can still be used without tax penalties. You could transfer funds to another child, to a niece/nephew or a grandchild. Or, see if room, board and textbook costs can be covered. You might even be able to pay for college credits for a qualifying gap year program. Contact us to discuss your education savings options in more detail.
With a long history of financial services experience, our team provides customized solutions and the highest level of client service to individuals, families, and corporations. We strongly believe a team approach helps enhance your experience and improve performance. Based on your goals, time horizon and feelings about risk, we create a clear plan and strategy—tailored to your unique needs—to help you preserve, build, enjoy and share your wealth, with an eye toward maximum tax efficiency. We know that when you choose a financial advisor, you're not just trusting them with your assets—you're trusting them with your future. We are honored by the confidence our clients have in us, and we look forward to earning your trust each day. Please contact us to learn more or set up a meeting.
At the Nicollet Investment Group, we are incredibly proud that Financial Advisor, Darla Kashian, received the Forbes Top Women Award in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Darla!
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Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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