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 9/27/22 Alyx Cox 9/27/22

Q&A: Managing bank accounts following marriage

Question: What is the best way for newlyweds to manage bank accounts as they transition into married life?

Short answer: The most appropriate approach for managing bank finances varies from couple to couple.

Long answer: Click to read…

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

Curious about 529 College Savings - review our introduction.

Alyx Cox 3/31/21 Alyx Cox 3/31/21

1. Speak openly and honestly about finances

2. Open a joint bank account

3. Create common financial goals, while still making progress with personal goals

Alyx Cox 2/23/21 Alyx Cox 2/23/21

1. Accumulate savings for a down payment, associated costs/fees, and emergency fund

2. Complete the mortgage pre-approval process

3. Peruse homes patiently

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