529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. While most people know that they are one of the most popular saving methods for college, many myths surrounding these plans may make you hesitant to open one.
Are you Retirement Ready?
Great question! We define retirement readiness as:
Looking to retire in the next 10 years
Have over $500k in retirement savings
Prioritize sound advice, solid planning, and working with a financial partner
We understand that:
- Planning for retirement on your own can seem daunting, and often stressful.
- Finding the right Financial Advisor to help can be equally difficult
At Vision Financial Planning, we specialize in helping people aged 50+ lower taxes, invest smarter, and maximize income for their “golden years.”