Traditionally, retirement planning focuses on the financial aspects of leaving the workforce. Much time and effort are spent examining our savings and investments to ensure we can retire by a certain age. Perhaps you’re already planning for how and when you will retire. But are you prepared for what you will do when that day… Read more »
529 Plans
May 29 is 529 College Savings Day, a day to raise awareness about the value of planning and saving for the rising cost of education with 529 plans. One of the main advantages of a 529 plan is the ability to grow savings for educational expenses tax-free. Read the full article here: https://wagnerwealthmanagement.com/wp-content/uploads/2023/06/May_2023_529-Article.pdf