Dispelling Myths About 529 Plans
Myth 1: You have to contribute to a 529 in your home state. That statement is false with regard to 529 college-savings plans, in which money is invested in a portfolio of securities on behalf of a beneficiary. Any U.S. resident can contribute to a 529 college-savings plan in any state. Contributing to a plan offered […]
Buy Insurance You Need, Not What You’re Sold
Take control of your insurance. Assess your needs, review your options, and make an informed decision. Here are some thoughts on that process.
LeKites Earns CFP® Certification
PKS Investment Advisors LLC is pleased to announce that Gigi G. LeKites, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. The CFP® marks identify those individuals who have met the rigorous […]
