As parents, planning for our child’s future is a top priority, and that includes saving for their education. Yet, the fear of investing in a 529 Savings Plan and the possibility of unused funds if our child doesn’t attend college can be a deterrent. However, recent legislative changes have alleviated these concerns and revolutionized the […]
Read more Embracing the Power of 529 Plans: A Comprehensive Solution for Your Child’s FutureOur Story
After years working in New York City I learned a tremendous amount about the financial planning field. When I returned to Central New York, I knew immediately that I wanted to start a client-first firm. To that, I am not the type of investment "adviser" or "financial planner" that claims to have the investment "knowledge" but then "outsources" the investing portion of the "plan" into a turn-key commission generating solution. As a "FEE-ONLY" INDEPENDENT FIDUCIARY Dark Horse Wealth is legally obligated to act in your best interest and take a hands on approach with our clients.