An Education on 529 Plans – Parent Versus Grandparent-Ownership

An Education on 529 Plans – Parent Versus Grandparent-Ownership

Saving for college is no small feat. With the continually rising cost of tuition year after year it’s more important than ever to start saving early and often for a child’s college education. Thankfully, many extended family members sometimes contribute toward a child’s education. Grandparents are sometimes major contributors to a child’s college education as […]

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An Education on 529 Plans – Parent Versus Grandparent-Ownership
CFP®, AIF®, CPC, etc.– What and Why?

CFP®, AIF®, CPC, etc.– What and Why?

Team RTD dedicates significant time and resources to achieve and maintain over 40 collective designations. In fact, “Competence and Continuing Education” is an essential component of our Core Values. Why does this matter to RTD? Because we care. We care about the professional growth and development of our people. We care about creating a competitively healthy environment […]

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CFP®, AIF®, CPC, etc.– What and Why?
Three Often Overlooked Planning Opportunities for Parents with College Students

Three Often Overlooked Planning Opportunities for Parents with College Students

If you’re one of the many parents who shipped your child off to college earlier this year, you were probably caught in the whirlwind of orientation, move-in day, tuition, roommates, food money, and much more. In the midst of all the adventurous chaos, you may have overlooked some important considerations along the way. But don’t […]

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Three Often Overlooked Planning Opportunities for Parents with College Students