The leaves are changing, the weather is cooling down, and football is finally back—there’s always a lot happening in fall. But wait, there’s more! September is also National College Savings Month, a time to celebrate the power of investing in education and securing a brighter future for our children and grandchildren.

If you are saving for education, then you are familiar with a 529 Plan. When it comes time to pay, how are you able to get the most out of it?

For many people, helping to pay for their children’s or grandchildren’s education is one of their main financial goals. It’s admirable to want to put your wealth toward bettering the next generation. What education savings programs are right for you? A 529 plan is one of the most common educational investment options, but there are other choices. Let’s explore the different programs to help you determine which one is right for you.

Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire? How can government incentives, regulations, and safety nets help more people safely do so—or at least not get in the way?