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How to Invest Your 529 Plan

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A 529 Plan is a popular savings vehicle for a college education, and with good reason: they offer flexibility and decent tax breaks in a relatively simple package. But when it comes time to invest your 529 Plan, it’s easy to get tripped up. Should you invest in your state’s 529 plan? The beauty of a 529 plan is that you’re not stuck with your own state’s version. However, that also tends to Continue Reading

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

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