529 Plan Withdrawal Rules for College Financing

If your child is one of the millions of U.S. students who spread their wings to leave the nest and land at a college of their choice this fall, you may be feeling the same mix of excitement and trepidation. While they worry about making new friends and getting good grades while paying for your child’s college education and 529 plan withdrawal rules may be weighing on your mind. After all, the College Board estimates that four-year public school tuition, room and board has skyrocketed 80 percent in the last 20 years.

If your child is one of the millions of U.S. students who spread their wings to leave the nest and land at a college of their choice this fall, you may be feeling the same mix of excitement and trepidation. While they worry about making new friends and getting good grades while paying for your child’s college education and 529 plan withdrawal rules may be weighing on your mind. After all, the College Board estimates that four-year public school tuition, room and board has skyrocketed 80 percent in the last 20 years.

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Goals-based wealth management helps you invest for your lifestyle

Investment portfolios are as unique as people. No two are the same. Since investments and wealth-planning strategies come in all shapes and sizes, reviewing your personal goals should be a priority in wealth management.

Investment portfolios are as unique as people. No two are the same. Since investments and wealth-planning strategies come in all shapes and sizes, reviewing your personal goals should be a priority in wealth management.

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Women’s Natural Tendencies Help Them Invest Smarter

Kim Molitor: Relationship Manager

When you are working with women, trust is probably the most important aspect of the client relationship.

Women are Naturally Better Investors

Women are good planners and they’re good at investments. They tend to form a relationship first, they like to ask questions, which is all very helpful when planning.

How Do Women’s Investment Habits Outperform Men’s?

I think women and their investments are more likely to succeed. They tend to think things through, ask questions, listen and stay on course. By following those things they probably will outperform another man’s portfolio.

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Decoding Financial Advisor Commission

When you work with a financial advisor, you deserve to know how they are paid for their services. When talking with your financial advisor about compensation, it’s useful to understand the three prevalent models in the industry.

When you work with a financial advisor, you deserve to know how they are paid for their services. When talking with your financial advisor about compensation, it’s useful to understand the three prevalent models in the industry.

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Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904