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Financial Mixtape

Financial Mixtape

| April 13, 2017
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The ‘Financial Mixtapes’ are topical collections of articles, crafted with thought & care, like an old mixtape cassette. Click on the song titles below to access each article.


The College Planning Mix


  1. 9 to 5’ – Dolly Parton

Parents working 9 to 5 should be funding a 529! Check out this article for important facts about the 529 Plans offered by the state of Connecticut.


  1. Seven Steps to Heaven’ – Victor Feldman & Miles Davis

 Seven key benefits of 529 Plans.


  1. With A Little Help From My Friends’ – The Beatles

 Taking advantage of these federal tax incentives will help to make your child’s education more affordable.


  1. My Mistake’ – Marvin Gaye & Diana Ross

 Here are some costly mistakes to avoid while saving for college.


  1. People Get Ready’ – Curtis Mayfield

 Plenty of college preparation tips, checklists and resources can be found at the above link. Content is divided in two lists: ‘Parent Action Plan’ and ‘Paying for College.’


Adam Scherer is a Wealth Advisor at WMGNA, LLC, specializing in New & Growing Families, Small Businesses, Education and the Arts

Interested in learning more about WMGNA? Click here


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