Saving for your child’s education can be challenging, but a 529 plan remains one of the most powerful tools available to families looking to prepare for future college expenses. These tax-advantaged accounts allow investments to grow tax-free, and withdrawals are ... Read More

In this episode, Katelyn and Dan explore key considerations for federal employees and veterans planning-covering the Federal Long Term Care Insurance Program, eligibility requirements, pros and cons of coverage, and alternative options like private plans or self-insuring. They also dive ... Read More