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  • Traverse City MI-36B
    13818 S West Bay Shore Dr Traverse City, MI 49684-6204 T: 231.946.3650 TF: 800.946.3650 F: 866.522.8745
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Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events // Estate & Giving
Answering Four Common Questions About COVID-19 and 529 Plans
9/29/2020
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.
Family & Life Events
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When COVID-19 and the 2020-2021 School Year Collide
8/27/2020
Can the money in a 529 plan cover virtual learning costs? What if your student takes a gap year? Will you need to take action if the school issues a refund?
Family & Life Events
Saving for K-12 Education with a 529 Plan
8/20/2020
Learn about using 529 plans for more than just college savings.
Family & Life Events
Which Education Expenses Are Considered Qualified?
8/19/2020
Learn more about what the savings in a 529 plan can help pay for.
Family & Life Events
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As Schools Extend Refunds, Potential Tax Snag Emerges
4/13/2020
If you receive a refund for expenses paid out of a 529 plan, you may need to take action to avoid negative tax consequences.
Tax Planning // Family & Life Events
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Return to School – From the Comforts of Home
1/30/2020
More professionals are learning online and on the go as a way to get ahead.
Family & Life Events // Lifestyle and Technology
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Carlyon Stoops Family Financial Planning of Raymond JamesCarlyon Stoops Family Financial Planning of Raymond James
  • Traverse City MI-36B 13818 S West Bay Shore Dr Traverse City, MI 49684-6204
  • T 231.946.3650
  • TF 800.946.3650
  • F 866.522.8745
  • Map & Directions
  • Map & Directions
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