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Education Planning

Investing in the future of your family’s success

Ensuring that your children or grandchildren have access to a robust education demonstrates your commitment to the next generation of your family’s success. Whatever the educational plans, we can help with a strategy that addresses questions about funding, accumulating, distributing, security, scholarships, and more. There are impacts beyond the obvious, and we’ll make sure they’re all factored into your plans, securing your family’s educational future.

Education Planning Services

  • Education investment account management
  • Contribution audits and recommendations
  • Education funding source consulting
  • Distribution coordination
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What is Regulation Best Interest and How Does It Impact you?

If you’re not a financial practitioner, you may have missed the news that the Security and Exchange Commission’s (SEC) Regulation Best Interest (Regulation BI) rule took effect on June 30 of this year. The rule doesn’t require anything of investors and is aimed at financial advisors offering investment advice and recommendations, but what is Regulation BI, how does it impact you and can it offer you a fiduciary level of care?

Anastasia Wiese Describes RMD Put-Backs

Did you take a Required Minimum Distribution (RMD) from your IRA earlier this year? If so, to help with the financial fall-out from COVID-19, the IRS is allowing you to reverse your 2020 RMD distribution … but you must act by August 31. In a July 28th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® describes how the RMD “put-back” works, and whether to consider taking advantage of the opportunity.

Planning for College Costs: 529 Plans and More

According to the latest College Board analysis, the average cost (tuition, fees, room and board) for a public, four-year, in-state institution topped $17,800 for the 2012–2013 academic year. And that figure is a bargain compared to out-of-state or private four-year institutions, averaging $30,900 and $39,500 respectively for the same school year. In the face of these sobering numbers, you want to squeeze every penny from the savings you set aside for college funding. What’s your best course of action? There is no one-answer-fits-all, but here are considerations to help you make the best choices for you and your family.

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