College Planning
Unlocking the Benefits of a 529 College Savings Plan
In this video, Merit Wealth Manager, Andrea Zoeller, CFP®, delves into the critical topic of 529 plans, shedding light on the top questions from potential investors. These plans are instrumental…
Read MoreSaving For College 101 with Sean Moore
As parents, we all want a GREAT future for our children, and that often means going to college. Unfortunately, the cost of college has risen at more than twice the…
Read MoreHow to Save for College Using a 529 Plan
Written by Tom Bakamus, CFP, Wealth Manager According to research by Best Colleges, the average total cost for a year of college at a four-year school is $35,551 (including tuition…
Read MoreCollege Planning Checklist: 3 Signatures Your Child Needs Before College
Going off to college is one of the biggest transitions in your child’s life. However, it can also be a big change for you as a parent. You may have…
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