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CFP® Pro Tip of the Week - May 25, 2018: 529 Plans

Have a money question? Email me here.

Mark TalercioMay 25, 2018529, 529 plan, 529 plans, 529 Day, college, cost of college, college savings, CFP, fiduciary, tuition, college tuition
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Post-Tax Retirement Savings

Mark TalercioMay 29, 2018CFP, fiduciary, fiduciary standard, retirement, retirement planning, saving for retirement, planning for retirement, North Carolina, post-tax, after-tax, retire
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A Vanguard Retirement Plan & Whole Life Insurance

Mark TalercioMay 25, 2018Memorial Day, CFP, fiduciary, retire, retirement, retirement planning, planning for retirement, Vanguard, annuity, life insurance, whole life insurance, NYT, New York Times, Schwartz, John Schwartz
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All opinions expressed by Jill Schlesinger and Mark Talercio on this website and on the “Jill on Money” and “Money Moves” podcasts (“the shows”) are solely their opinions and do not reflect the opinions of CBS News, its parent or affiliated companies. You should not treat any opinion expressed on this website or on the shows as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the shows, and any opinion expressed on this website or on the shows should not be relied upon as complete or accurate. Before acting on any information on this website or on the shows, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser.

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