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  • About
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11 Jul

What To Do With Leftover 529 Funds

Watching your child earn a college diploma is a proud moment for any parent. It also marks another great moment: No more tuition bills! But after all the saving and planning you’ve done, what if there’s still money left over in your child’s 529 plan?...

21:55 / Family Financial Planning / Family Legacy Planning / Money / Angela Wright

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*Angela Wright, (represented under the trade name “Wright Wealth Management, LLC”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. See disclosures. See Client Relationship Summary Form CRS.

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