by Kristen Buchman | Oct 12, 2022 | Education Saving Vehicles & Education Funding, Kristen Buchman
With school in session, it’s a great time to revisit education savings options. Castlepoint Advisor Kristen Buchman, CFP®, provides a helpful refresher on 529 college savings plans and their benefits.
by Jake Weatherford | Jul 13, 2022 | Education Saving Vehicles & Education Funding, Financial Planning Basics, Jake's Take, The Point
If you know a college student looking for ways to save their hard-earned money this summer, this video from Castlepoint Partner Jake Weatherford, CFP®, is just what they need! Check it out and share for some simple but valuable financial planning advice based on their individual goals.
by Jake Weatherford | Oct 4, 2021 | Education Saving Vehicles & Education Funding, Financial Planning Basics, Jake's Take, The Point
Castlepoint Partner Jake Weatherford and wife Shelbie are excited to introduce their family’s newest investment, baby Elijah! Check out this Jake’s Take article to learn how a 529 college savings account can create a nice bundle of joy by the time college rolls around.
by Castlepoint Wealth Advisors | Oct 4, 2019 | Education Saving Vehicles & Education Funding, Financial Planning Basics, In The News
https://oklahoman.com/article/5643066/no-headline
by Castlepoint Wealth Advisors | Apr 18, 2018 | Education Saving Vehicles & Education Funding, Financial Planning Basics, In The News
http://newsok.com/article/5591328/qa-with-kendall-w.-king-parents-grandparents-should-understand-529-plan-rules-to-maximize-educational-benefits
