I don’t know if you’ve noticed the new messaging of the CFP board in their new television commercials. It must be part of their 2023 publicity campaign. But there’s a little bit of a play on words as it relates to their messaging. The CFP board mentions being committed to acting in the client’s best interest NOT being required….hummmm. What’s the difference?

No Kids, No College? 7 Smart Ways to Use Your 529 Plan Funds
No kids and no college? Here’s how to repurpose your 529 plan—from Roth rollovers to helping family—without wasting a dime.

