Our Thoughts

Morningstar releases new 529 college savings plan ratings

Not only is college funding an important financial goals for many of our clients, it is also one of my own financial goals. With kids ages 3 and 6, I know college will be here all too soon. I definitely want to be prepared, even though I have no idea what passions they will find in life. (However, Kate’s teacher did recently tell me that my three year old will either be a teacher or someone’s boss – guess she likes to be in charge!)

Morningstar recently released its ratings of Section 529 Savings Plans, which are consistent with the research FJY’s investment and financial planning committees have done. Click here to learn more. – Laurie