Your Money. Your Mission.

← Your Money. Your Mission.13 aug · 22 min

How to Save for College: 529 Plans, Custodial Accounts and Trump Accounts Explained

How to Save for College: 529 Plans, Custodial Accounts and Trump Accounts Explained13 aug22 min

College costs are rising faster than inflation, somewhere in the 5 to 6% range every year, and financial aid rules keep shifting, leaving many families unsure of where to even begin. In this episode, CIO, Dominic Ceci sits down with SVP Wealth Advisor, Eric Bernal and VP Private Banking, Meg Marciniak, who work with families on these questions every day. Together they break down the savings vehicles, tackle common misconceptions and explain why the hardest part of the whole process is simply ...