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.
Education Saving Vehicles & Education Funding
Castlepoint Blog: The Point
read more
College Student Summer Savings Options
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.
Meet Elijah Weatherford (and start thinking about college savings)!
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.
Q & A with Kendall W. King: College tuition still rising but not as fast
https://oklahoman.com/article/5643066/no-headline
Q&A with Kendall W. King: Parents, grandparents should understand 529 Plan rules to maximize educational benefits
http://newsok.com/article/5591328/qa-with-kendall-w.-king-parents-grandparents-should-understand-529-plan-rules-to-maximize-educational-benefits