Posts Tagged ‘529’

Have I Saved Enough to Pay for My Child’s College Education?

Wednesday, August 6th, 2014

By Mark Jensen, Associate Often times when clients come to us at WFG it is because they are trying to determine if they have saved enough to pay for their children’s college education.  This is certainly understandable because so many others struggle with this same issue.  So in order...

Read More


When Should I Stop Funding a 529 Education Plan?

Wednesday, May 21st, 2014

By Mark Jensen, Associate I was speaking with a client the other day and they asked me when they should stop funding the 529 education plans for their children.  This is one of the biggest dilemmas people face when attempting to fund college education goals for their children, as we’ve...

Read More


What are the Benefits of a 529 Plan?

Thursday, January 2nd, 2014

By Drew Aunon, Associate If there is one thing that almost every one of our clients can agree on, paying less taxes might take the cake. While minimizing taxes on your income can be challenging, paying $0 in taxes for college tuition/expenses is, well, rather simple. The mystery behind...

Read More


How Much Should I Save for College and When Should I Start?

Tuesday, December 10th, 2013

By Drew Aunon, Associate One of the most common questions parents have when thinking about their children’s future is, “How much should I save for college?” And just like many situations in the financial planning world, the answer to this question is… “it depends.” There are a wide array...

Read More


Should I Use a 529 Plan to Save for College?

Thursday, November 21st, 2013

By Drew Aunon, Associate Given that you have shown enough interest to read this far into my blog post, odds are that you (at least to some degree) understand the importance of saving for your kids’ college education. And in reality, a large majority of you have probably already...

Read More