Vector’s Chris Wagner discusses intra-generational wealth transfer, offering practical insights to help ensure a seamless transition of assets. Topics range from the importance of beneficiary designations to the nuanced roles of wills and trusts.

Wealth Advisor Chris Wagner, CFP®, shares valuable insights on college savings strategies, covering everything from 529 plans to the flexibility of UTMA accounts. Learn how to maximize your education savings and make informed financial decisions for your family's future.

We are talking about 529s today because the new SECURE 2.0 Act now allows these tax-advantaged accounts to convert to a Roth IRA. Chris Wagner, a wealth advisor at Vector, joins Jason to discuss.

October is the national "Organize Your Medical Information Month," and what better way to celebrate than to discuss living wills and advance directives.

Tax planning isn’t just about filing once a year. It’s also about protecting your wealth and assets for the future, including retirement and estate planning.

Student debt is at a record high with approximately one million people defaulting on their college loans every year, according to a report from the Urban Institute, a nonprofit research organization. With the cost of an education likely continuing to grow, planning for a child’s or grandchild’s education may be more important now than ever.