Schulz Financial Group

Happy National Donut Day! What's your favorite donut?

🍩 Mary: a Haupia malasada
🍩 Nicholas: Sugar
🍩 Jane: Maple Glazed
🍩 Shane: Cream filled
🍩 Laurel: Chocolate Crunch

Holey Grail Donuts

It’s National 529 Day!

A 529 plan is a tax-advantaged investment account designed to help families prepare for future education expenses, including college and trade schools. To learn more, please click on the link to the IRS Newsroom article 529 Plans: Questions and Answers: https://www.irs.gov/newsroom/529-plans-questions-and-answers

Last August, Mary’s article discussed Paying For College and the various options
available: https://online.fliphtml5.com/acru/zxhr/ =16

To learn more, please contact our office at (520) 495-2800 or email us at [email protected]