August 8, 2023
Welcome to our new Wealth PARTNER TIPS AND RESOURCES communications! We are very pleased to begin offering our clients gems of wisdom, ideas and notices direct from our growing team of wealth management partners in tax, estate, and financial planning. Please enjoy our first edition from our newest partner, Kristi Sullivan CFP, as a series focusing on College Planning. On with the show!
Writing blogs every week is hard work. Therefore, I love a nice series. Even better when it coincides with a season. August being back-to-school month seemed like a good time to share some college planning info from Michael Van Boening at College Invest.First up, FREE MONEY! Did you know you may be able to get matching funds if you contribute to a Colorado 529 plan?
