College Planning

Are you a grandparent eager to leave a lasting legacy? A parent navigating the financial maze of raising children? Or perhaps a new parent, planning for your little one's future? No matter where you are in life, education funding is likely a top priority.

In our latest video, Leif, Maura, and Michael shed light on the importance of prioritizing retirement savings before diving into education funding.

They explore the benefits of 529 plans and other options, emphasizing the importance of flexibility, control, and understanding the specific rules for your state.

Watch the video, reach out to Mahler Wealth Management for personalized guidance, and take the first step towards securing your kid's financial future.

Because at Mahler Wealth Management, we're here to bring clarity and confidence to your finances, so you can focus on living your best life.