Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management discuss college savings plans for families to better identify available routes to take for their children. Nick and Jim dive in on ways to fund college, why we should put money into a 529 savings account, and how we can create educational legacies.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently. www.peakwm.com
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