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Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private and religious...

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid question...

United Way Honors Caroline Korte with Ladd Mathis Award

Caroline KorteCPFA®

Friday, June 24, 2022

We are thrilled to send our collective CONGRATULATIONS to our very own Caroline Korte!  She was honored earlier today as this year’s recipient of The Ladd Mathis Award by the United Way of Paducah/McCracken County!...