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  1. Home
  2. Archived Blog
  3. June 2018

June 2018

529 Plans: Planning for Your Kid's Education

Submitted by McCay Wealth Advisory on June 1st, 2018

Started in 1996, 529 plans provide tax incentives for those saving for post-secondary education. The plan allows funds saved to be used at any eligible education institution, which typically includes colleges, universities, vocational schools or any post-secondary educational institute that is currently eligible to participate in U.S. Department of Education student aid programs.

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The 4 Essential Elements of a Retirement Plan

Submitted by McCay Wealth Advisory on June 1st, 2018

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

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