The Parker Project: A Family’s Journey to Mastering the 529 Plan
Introduction: The Kitchen Table Summit - Charting a Course for Leo's Future The conversation at the Parker family’s kitchen table...
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The $480 Mistake That Taught Me Everything About Georgia’s 529 Plan
As a financial planner here in Georgia, I’ve spent over a decade helping families navigate the complexities of saving for...
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I Almost Made a Devastating Mistake With My Child’s College Fund. Here’s How a Lesson from Naval Strategy Saved Me.
Part I: The Storm of Uncertainty Section 1: Introduction - The Weight of a Promise I’ve been a financial planner...
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The Ecosystem Approach to College Funding: How I Escaped the $200,000 Debt Trap and Built a Resilient Financial Future
My $202,000 Mistake and the Myth of the "One Big Loan" I still remember the feeling. It wasn't just panic;...
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