Michael Conrath

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NEWS INDUSTRY NEWS JAN 21, 2015
The season of giving is the perfect time for 529 college savings plans

As financial advisers begin working on end-of-year planning with their clients, now is the time to talk about college investing.

RETIREMENT RETIREMENT PLANNING NOV 30, 2014
How to help clients invest for college without sacrificing retirement

Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.