In late 2020 and 2021, Congress passed laws known together as the FAFSA Simplification Act, which are now in effect […]
At the end of 2022, Congress passed an omnibus spending package that included a number of significant changes to retirement […]
PFS advisers Rob Copeland and Renee Sewall presented the following webinar on September 11, 2023, for an audience from Trinity […]
For many of us attempting to save for our kids’ (or other loved ones’) education expenses, we have come to […]
For clients living in Virginia with school-age (or younger) kids or grandkids, we strongly recommend the Virginia Invest529 plan as […]
Last week, Virginia529 launched a new investment portfolio, which includes an innovative mix of features from the old Prepaid Tuition […]
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