Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
For most families, 529 plans play an important role in college planning. Here are the questions other advisors asked our expert, Lynn O’Shaughnessy, about 529s, along with answers that you can share with your own clients.
Given today’s high cost of higher education, many of your clients would appreciate a tuition discount. Some schools will give it and some simply won’t. Use this spreadsheet to see who is generous—and why.
For clients scrambling because their child didn’t get into their dream college, there are still options for matriculating this year. And there are even some advantages to looking for a school late into the summer.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025