Jason Huffman

Retirement Reinvented

Today’s retirees spend their time and money on not-so-traditional pursuits It’s estimated that 10,000 baby boomers reach retirement age every day, according to the U.S. Census. While age may be a commonality among this group, how they choose to spend their free time may be quite different. Certainly, some retirees stick to the traditional archetypes: …

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Answering Four Common Questions About COVID-19 and 529 Plans

Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings. The COVID-19 outbreak has upended normal life across the world, and higher education has been no exception. As many college students responded to the pandemic by taking a gap year (i.e., a year-long break from school) or opting for reduced …

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Which Education Expenses Are Considered Qualified?

Learn more about what the savings in a 529 plan can help pay for. 529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that will grow tax-deferred and can be distributed tax-free for qualified expenses. However, it’s important to understand which expenses are qualified and which ones aren’t. WHICH …

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Saving for K-12 Education with a 529 Plan

Learn about using 529 plans for more than just college savings. 529 plans were originally established to help families pay for qualified higher education expenses by offering tax-deferred investment growth and tax-free withdrawals. In late December 2017, new federal tax legislation changed how these accounts can be used. Though individual states may have variations in …

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Food and Beverage Companies Plant Seeds of Sustainability

From farm to fork, the industry is innovating and streamlining to feed more while reducing greenhouse gas emissions. Feed more people with less environmental impact – that is the meaty task on the food and beverage industry’s plate. To get there, scientists say we must grow climate-hardy crops more sustainably and efficiently, take care of …

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