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BBA Videos: Personal Finance INSIGHTs from the experts

Transforming your wealth one informative topic at a time...

Everything You Need to Know About 529 Plans with Tammy Pompei Thumbnail

Everything You Need to Know About 529 Plans with Tammy Pompei

Tammy Pompei, CFP® covers everything you need to know about 529 savings plans, which are state-sponsored, tax-advantaged savings accounts designed for education, offering tax-free growth and withdrawals for qualified expenses like tuition, fees, and room and board. Tammy discusses the benefits of these accounts, how they're a good choice for gifting to children or grandchildren, how to address unused funds, and how to roll them over into a Roth IRA.

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Holiday Gifts That Can Improve a Loved Ones Future with Tammy Pompei Thumbnail

Holiday Gifts That Can Improve a Loved Ones Future with Tammy Pompei

Tammy Pompei, CFP® discusses holiday gifts that can help loved ones build strong financial futures rather than just accumulating more stuff - things that can help them start building wealth at a younger age and have a longer-term impact. She also discusses how to start these kinds of conversations with family members and make the process go as smoothly as possible.

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