5 Things You Didn’t Know About 529 Plans

2024-07-23T15:22:11+00:00

5 Things You Didn't Know About 529 Plans When it comes to saving for your child's education, 529 plans are a popular choice due to their tax advantages and flexibility. However, there are several lesser-known aspects of 529 plans that can enhance your saving strategy. Here are five things you might not know about 529 [...]

5 Things You Didn’t Know About 529 Plans2024-07-23T15:22:11+00:00

Midyear Outlook 2024: Still Waiting for the Turn

2024-07-17T17:28:01+00:00

As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have continued, with surprisingly resilient economic growth mixed with stubborn but decelerating inflation. Equity markets have thrived and regained all the lost ground from 2022. On the other hand, the bond market still [...]

Midyear Outlook 2024: Still Waiting for the Turn2024-07-17T17:28:01+00:00

United in Wealth: How to Become a Financial Power Couple

2024-06-20T15:57:31+00:00

If you're a high earner, you may be interested in partnering with someone with similar education, income, and goals. Becoming a financial "power couple" can help you both achieve your goals sooner. Because money disputes are one of the leading causes of divorce, finding someone with whom you're financially compatible can smooth the path of [...]

United in Wealth: How to Become a Financial Power Couple2024-06-20T15:57:31+00:00

Financial Considerations for a Child’s Summer Job or Internship

2024-07-11T18:39:45+00:00

Financial Considerations for a Child’s Summer Job or Internship Summer break is here, and many young people will be working at a summer job or internship. While earning a paycheck is exciting, it can also be an excellent time to consider opening a Roth IRA and contributing a portion of their summer earnings. Not only [...]

Financial Considerations for a Child’s Summer Job or Internship2024-07-11T18:39:45+00:00

Contact Info

391 N. Main St. Suite 107 Corona, CA 92880

Phone: 951-465-6409

Bob Chitrathorn Providence Wealth Planning
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