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What Is A 529 College Savings Plan?
It’s no secret that college is expensive. According to the Capital Group, the average cost of a four-year degree from a public in-state school is currently $81,737. In 2041, the cost is estimated to more than double, amounting up to $187,344. A 529 college savings plan is one of the most commonly used methods to…
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Tax Day 2024: What You Need To Know
Despite happening every year, right around the same time, Tax Day still manages to sneak up on us. To help prepare you for this extremely important day, the Montgomery Financial Partners team has compiled all the answers to your deadline questions. When are taxes due in 2024? Monday, April 15, 2024, is Tax Day. This…
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Key to Managing Money in Retirement
We all know how the story goes: we work hard for 40 years, contribute to our 401(K), invest, budget, and everything in between. But what happens after we retire? The rules of money management shift in retirement, so it’s important to be prepared. Rather than focusing on saving income, it’s time to focus on budgeting…
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