Tag: Protection

A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

Have you considered opening up a 529 account? There may be more to consider than you realize! 

In this episode, Nick Roth, CFP®, will help you understand some of the general rules and benefits behind 529 accounts. He also shares the impact that 529 accounts can have on an individual’s eligibility for financial aid.

Nick shares more about:

  • Explains what a 529 account is
  • How you can benefit from a 529 account 
  • The rules and limitations of 529 accounts
  • And more

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A Chat About Planning For The Unexpected with Tony Luckhardt, MBA, CFP, CRPC®

A Chat About Planning For The Unexpected with Tony Luckhardt, MBA, CFP, CRPC®

Insurance is not just for when you pass away. It’s to protect against catastrophic life events.

In this episode, Tony Luckhardt, MBA, CFP, CRPC®, discusses the many types of insurance and how some of them work together.

Tony shares more about:

  • The types of insurance
  • When you need insurance
  • And more

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