Maximizing Your 529 Plan: Navigating Options and Opportunities You saved for college in a 529 plan. Your kid got into a college or university. You did all the 4 Effective Financial Planning Strategies for Managing Health Crises and Ensuring Long-Term Stability Health issues and chronic diseases can significantly impact your financial planning. As a financial advisor, I often encounter clients grappling Maximizing the Annual Review My annual medical check-up last week has given me a whole new perspective on my clients’ annual financial reviews. Rather