80/20 Financial Services-Blog

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Time is our most precious resource and I thank you for allowing me to get a few minutes of your time each week. I hope you find the blog helpful and informative. Send me an email if there is ever a topic you would be interested in learning more about. I will research it and write a future blog about it.

Can A 529 Plan Hurt Your Child's Chance Of Receiving Financial Aid?

Good intentions sometimes have bad consequences. A perfect example can be opening a 529 plan for your child or grandchild. Depending on the financial situations of the parties involved the intentions of helping the child can possibly (key word is possibly) have the consequence of hurting the child chances of financial aid in the future. Let's explore how.

Our Promise To You

June 18, 2019 College Planning Investment Retirement Funding Insights Misc.

We promise to invest your money as carefully as we do our own, because we know that your hopes for your family's future are every bit as sacred to you as ours are to us.