The 529 puzzle: A college savings plan cheat sheet for advisors

Jul 25, 2021 | Media Appearances

https://www.financial-planning.com/news/tax-advantaged-529-plans-are-popular-with-wealthy-investors-who-are-saving-for-their-kids-education-but-they-can-have-their-drawbacks

WealthWise Financial CEo Loreen Gilbert was interviewed for an article in Financial Planning on 529 plans.

Click here to read the article