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Using a 529 Plan To Save For College

A 529 plan is a savings plan that is used to save money for college which offers certain tax and financial aid benefits. 529 plans are quite versatile and they can be used for other things too, such as K-12 tuition bills. The Types of 529 Plans There are a couple of different types of […]

#college fund savings#investment tips#paying for college

Written by prositesfinancialSep 3 • 4 minute read

Top 10 Questions to Ask Your Financial Planner

Once you’ve saved up a reasonable nest egg, it may be time to go looking for a dedicated financial advisor to help manage your portfolio. Finding someone to trust with such an important responsibility can be daunting. After all, this person or firm will be able to trade with your money and could make or […]

#accounting professional#financial planning#investment tips

Written by prositesfinancialJun 4 • 4 minute read

6 Simple Tips for Young Investors Saving for Retirement

When you are young, it can be incredibly tempting to put off saving for retirement. Retirement seems like this distant, irrelevant dream that couldn’t be less relevant to the needs of the present. Yet, saving early and often is one of the biggest keys to success and a happy retirement. If you want to enjoy […]

#financial planning#investment tips#retirement planning

Written by prositesfinancialApr 22 • 4 minute read

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