Alyx Cox 9/12/23 Alyx Cox 9/12/23

Q&A: Unused 529 Money

Question: What can I do with unused 529 money?

Short answer: There are currently four options for unused 529 assets: retain, shift, extend, or withdraw.

Long answer: Click to read…

Alyx Cox 6/8/22 Alyx Cox 6/8/22

Tax Tip: 2022 Annual Gift Limit

Alyx Cox 11/29/21 Alyx Cox 11/29/21

Question: How do I set better financial goals?

Short answer: Focus on the 3 S’s in SucceSS: schedule, start, simplify.

Long answer: Click to read…

Alyx Cox 11/17/21 Alyx Cox 11/17/21

Alyx Cox 5/28/21 Alyx Cox 5/28/21

Curious about 529 College Savings - review our introduction.

Alyx Cox 4/29/21 Alyx Cox 4/29/21

Question: Should I save for my child’s education if someone else (such as their grandparents) told me they plan to cover the cost?

Short answer: Yes. Save and save on a regular basis.

Long answer: Click to read…

Alyx Cox 12/30/20 Alyx Cox 12/30/20

1. Complete or update Estate Planning

2. Review risk management program

3. Set up 529 college savings plan