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Recent Legislative Updates on Colorado 529s

Financial Education, Financial NewsBy Kristi SullivanAugust 14, 2023

The government just loves to roll out new investment tools and then spend the next 50 years tinkering with the rules.  529 college savings plans are no different.  Lately there is good news and bad news on the legislative front. The good news, and this is HUGE, is that with the SECURE 2.0 Act, parents…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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