REPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)

Dollars and Sense: Creating Your Fulfilled Life

14-08-2024 • 37 mins

Have you heard of the 529 plan?

It could be your new key to unlocking a brighter future for your kids while being financially efficient.

Join Nicole Romito as she and her colleague, Colleen Dwyer share the essentials of 529 plans, the tax advantages they offer, and how they can be an integral part of securing the educational futures of your children or grandchildren. Follow along to learn who can contribute, what expenses qualify, and the benefits of starting early.

Nicole and Colleen discuss:

What a 529 plan is and how the money invested in it can be used
Differences between state-specific plans and strategic decisions
Who and what qualifies for a 529 plan
The tax and financial benefits of a 529 plan and how to set them up properly
And more

Connect with Nicole Romito:

Connect with Colleen Dwyer:

About Our Guest:

Colleen Dwyer’s financial services career began in 2018. As a financial advisor at Private Vista, she develops trusted relationships with clients and collaborates to build a plan that creates financial confidence and independence. She enjoys working with a dedicated and experienced team to deliver personal and critical advice and service, so her clients can be successful both financially and personally.

Colleen loves to spend quality time with her friends and family, and actively participate in her community. She lives with her husband in Lincoln Park and enjoys all the city has to offer – frequent bike rides and trying new restaurants. When not in Chicago, she spends time in Michigan and the western suburbs visiting family. Colleen also loves to travel and looks forward to checking places off her bucket list when she can.