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Why 529 Plans Deserve Another Look
529 plans have become more flexible in recent years. Learn what’s changed and why they may deserve another look for education and long-term planning.

Jeff Schlotterbeck, CFP®


What the One Big Beautiful Bill Tax Law Means for Your Finances in 2025
The One Big Beautiful Bill Act, passed in 2025, brings sweeping changes to the U.S. tax code that could significantly impact your finances. From larger standard deductions and expanded child tax credits to major student loan reforms and updates to 529 plans, this new law touches nearly every aspect of household planning. In this post, I break down what you need to know—and how to prepare for what’s ahead.

Jeff Schlotterbeck, CFP®
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