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How to choose the BEST 529 Plan in 2023

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Travis Sickle

In this video, I share practical tips on choosing the best 529 plan in 2023. As a parent with four kids and another one on the way, I understand the importance of longterm savings. I break down the process into six simple points, making it easier for you to understand and take action when selecting a 529 plan. I emphasize the significance of starting early and not overthinking the decision. I also discuss the types of 529 plans, tax benefits, investment options, and considerations for service and convenience. Join me as I provide straightforward advice on choosing the best 529 plan to secure a bright future for your child's education.

00:00 Intro
0:45 Tip 1
2:11 Tip 2
3:15 Tip 3
4:48 Tip 4
8:07 Tip 5
11:50 Tip 6

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Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you.

TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP®
CERTIFIED FINANCIAL PLANNER™

Company Website: https://www.sicklehunter.com
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1646 W Snow Ave.
Suite 144
Tampa, FL 33606


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Information in this video is for educational and entertainment purposes only.
sicklehunter.com/disclosures
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posted by angawiim