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529 Plans Explained: The Basics Every Parent and Grandparent Should Know

Linda was 64 when her first grandchild was born. She wanted to do something meaningful, not just send a card and a onesie. So she called her financial advisor and asked a simple question: “Is there a smart way to put money aside for college?” The answer was yes. And it came in the form […]

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Ventura, CA 93003

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