Issue #149

News and Events

In This Issue:

• May is 529 Month!
• A World of Love for Moms
• Visit Our New Office After May 19th
• Monday, May 19th: New Office Address
• Monday May 26th: Office Closure (Memorial Day)
• Thursday June 19th: Office Closure (Juneteenth)
• LPL Market Research

Hello Marion,

May is 529 Month and it is a great time to highlight the benefits of these powerful savings plans designed to help families save for education costs.

What is a 529 Plan?

A 529 plan offers tax advantages, including tax-deferred growth and tax-free withdrawals when used for qualified educational expenses. Whether you’re saving for a child’s college tuition or for K-12 education, these plans can be a flexible, efficient way to help with future education expenses. Contributions may grow over time, and many states offer additional tax benefits for residents.

With various investment options and the ability to change beneficiaries, a 529 plan can be a smart tool for long-term education savings.

Savingforcollege.com offers comprehensive information on 529 plans, including how they work, how to open an account, and the benefits of using them for education savings. They also provide comparisons of state-specific plans and insights into investment options.

Planning for a Loved One’s Education? We’re Here to Help.

Whether preparing for future college expenses or supporting the academic journey of a loved one, thoughtful planning today can make a meaningful difference tomorrow. We can help you with education savings strategies, including opening a 529 plan, and other tailored solutions designed to help you meet your goals. Contact us today to start a conversation about building a plan for education funding.

Financial Steward Associates

303-444-5440

financial.steward@lpl.com

Mother’s Day is celebrated throughout the year around the world in beautifully unique ways, yet the sentiment remains the same—gratitude for the love, strength, and care that mothers and maternal figures provide.

From elaborate festivals to quiet family gatherings, each culture honors motherhood with traditions that reflect its values and history. No matter where you are, the celebration of mothers is a universal expression of appreciation for those who nurture and inspire us.

Let’s take a look at how seven different countries celebrate the incredible role of mothers, as highlighted by The History Channel.

Who To Contact

Marion Steward, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Heather Williams, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Ned Meloni, CFP® CRPC®

for comprehensive Financial Planning, support with financial strategies and investment advice

Sid Smith, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Harmony Dunnick - Senior Client Service Associate

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews

Christina Boykin - Operations and Office Manager

for answers on general information and special events  

Not sure who to contact? Email us at our general mailbox and we will direct you!

financial.steward@lpl.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP^® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

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