Should You Have a Separate 529 Account for Each Child?
October 17, 2018
529 Plans are important elements in our clients’ financial plans, especially now that they can be used for can be used for K-12 educational expenses (up to $10,000 annually). It’s common practice for families to open one 529 for each child, but in this Schwab “Ask Carrie” column, the idea of having one 529 for multiple children is discussed. It offers some interesting insight on 529s in general that thought we’d share. Check it out here: https://www.schwab.com/resource-center/insights/content/should-you-have-separate-529-account-each-child
Tim Pagliara named Best-In-State Wealth Advisor for Tennessee by Forbes 2025, marking his 8th year earning a top 3 spot and multiple #1 rankings.
Discover how CapWealth’s portfolio management strategies help investors stay focused, diversified, and confident during times of market volatility.
CapWealth CEO Phoebe Venable tells BNN Bloomberg how to find opportunities amid market sell-off through value-based investing and smart entry points.
Tim Pagliara breaks down the impact of trade tariffs on markets, inflation, the US dollar, and jobs—highlighting key economic shifts and strategies.
Discover a key reason for the selloff as CapWealth CEO Phoebe Venable weighs in on market uncertainty and Trump tariffs with The Wall Street Journal.
Tim Pagliara of CapWealth rises to #6 in 2025 Barron’s Top Advisor in Tennessee—the only RIA in the top 10. Discover his client-focused approach.
Stock market worries after Trump tariffs take center stage as CapWealth’s Jennifer Pagliara Horton shares insights on investor strategy.
Nasdaq pops 1.5% as markets rebound. CapWealth CEO Phoebe Venable weighs in on volatility after Trump eases stance on auto tariffs.
Better than a piggy bank, CapWealth’s Hillary Stalker shares 3 smart ways to invest for your kid’s future and build long-term financial security.
