There are a variety of ways you can look to save money for yourself and others, particularly if you're interested in helping fund your children's college education. Mark Stratis, senior financial planner for Szarka Financial, joins Tim Muma to discuss the details and benefits of a 529. Mark explains how this goes beyond your traditional savings and the bevy of options it gives you from start to finish.
The information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Therefore, the information should only be relied upon when coordinated with individual professional advice. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Cambridge and Szarka Financial are not affiliated. Fixed Insurance services offered through Szarka Financial.
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Understanding the Value of 529s
April 20, 2016
Mark Stratis
Senior Financial Planner, Szarka Financial
Tim Muma
Product Marketing Lead, LocalJobNetwork.com
Podcast Series: Management Decisions
On Management Decisions (formerly Executive Decisions) we discuss topics that pertain to employers, especially upper-level managers, human resources professionals, and executives to gain an understanding of their roles and strategies. It's an inside look into their thoughts and behaviors which make them and their businesses successful.