Family & Education Planning
The 529 Playbook: From College Savings Tax Breaks to Legacy Planning
When it comes to saving for education, a 529 plan offers flexibility, potential tax benefits, and features designed for long-term planning. While often associated with college savings, 529 plans may also […]
Helping Clients Maximize Education Tax Savings: 529 Plans and the AOTC
How to Coordinate Your 529 Plan with the American Opportunity Tax Credit Introduction If you’re saving for college with a 529 plan, you’re well ahead of the game—but there’s still an […]
Beyond Tuition: The 529 Plan as a Family Stewardship Tool
For many families, a 529 plan is seen as a straightforward savings tool for college. Simple. Purpose-built. Limited in scope. But for those looking to approach legacy planning with greater […]
Tuition, Taxes, and Timing: How to Make the Most of Your 529 Plan Right Now
As college students prepare for move-in day and parents brace for tuition payments, the 529 plan emerges once again as a financial powerhouse—not just for saving, but for proactive tax […]
The Philanthropic Family: How to Teach Your Children About Giving Back
At Resolute, we believe in helping clients understand the value they can provide by sharing their wealth to impact those closest to them and causes they are passionate about. (Our […]
Tax-Efficient College Savings Tools to Help You Plan Ahead
In the world we live in today, education is often an important key to opportunity, and many parents want to give their children a head-start with financing it. Here in […]
Protect Your College Student with These Medical and Financial Documents
As we approach that time of year when fresh high school graduates are joyfully celebrating their achievements, many families find themselves preparing for the next milestone: their child’s departure for […]