wealth management

529 plan

Multi-Generational Planning: Funding a 529 Plan for Your Grandchildren

A college education does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making it important for families to plan ahead in order to fund educational expenses. At Wade Financial Advisory, Inc. (WFA), we routinely discuss the benefits of establishing an Education Savings Plan …

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certified financial advisors

What You Should Know About Certified Financial Planners

Certified Financial Planners™ (CFP®) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners™ are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her …

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