A Guide To Tax Bill's Expanded 529s, New Child Accounts
July 21, 2025
Financial Advisor Magazine, July 11, 2025
Jennifer Pagliara Horton, executive vice president at CapWeath, shares insight with Ben Mattlin at Financial Advisor Magazine about the Big Beautiful Bill’s expanded 529 education-saving plans and its implications on homeschooling. “Online education materials, books and instructional materials could and would be considered part of the homeschooling costs,” explains Pagliara.
Don’t let estate planning myths put your family at risk. Discover the truth behind common misconceptions and protect what matters most.
Reset your family’s finances for the school year with smart budgeting tips while staying focused on long-term goals like savings and portfolio management.
PlanAdviser reports Dean Shahan has joined CapWealth as EVP and financial advisor, bringing fresh perspective and elevating client service.
Five key financial planning tips for your 20s, 30s, 40s, and beyond. Learn how to build and grow wealth, prepare for retirement, and protect your future.
InvestmentNews covers CapWealth’s addition of Dean Shahan as executive vice president and financial advisor, strengthening the firm’s advisory team.
CapWealth welcomes Dean Shahan as EVP and financial advisor, expanding expertise in planning, strategy, and client-focused wealth management.
Nashville Post highlights Blake Harrison joining CapWealth as EVP of Wealth Management in their “People on the Move” section.
CapWealth welcomes Dean Shahan as EVP and financial advisor, sharing a vision for client-focused, long-term, and thoughtful wealth management.
Tim Pagliara of CapWealth outlines why AI-driven infrastructure and data connectivity offer one of today’s most overlooked investment opportunities.
