Utilizing the Essential Planning Checklist
May 2023
4 Financial Tips After the Loss of a Spouse
April 2023
What do you want during retirement?
April 2023
4 Rules for the Financial Road you are on
April 2023
Long Term Care 3
February 2023
Long Term Care 2
February 2023
Long Term Care 1
February 2023
Life Events
February 2023
What Does Life After Retirement Look Like?
February 2023
The Emotional Rollercoaster of Investing
February 2023
Happy Holidays from Pursuit Wealth Strategies
December 2022
Donor Advised Funds
November 2022
Bear Market
June 2022
Qualified Charitable Distributions
December 2021
What’s a Backdoor Roth?
July 2021
Social Security Update
June 2021
529 Plans
May 2021
As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state.