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It's #National529Day! To help spread awareness of the massive benefits and versatility of 529 college savings plans, we invited Tricia Scarlata, Head of Education Savings at J.P. Morgan, to join us on #BigPictureinPractice and discuss how advisors can help clients prepare for the cost of high ed with this simple and often overlooked investing strategy. Check it out!:

📚 National Back to School Prep Day: Planning for the Future 🎒 As my son Thomas gets ready to head back to school, I'm reminded of the importance of planning for his future. A 529 plan is a great way to save for education expenses, offering tax benefits and flexibility. It's never too early to start preparing. If you're considering a 529 plan or want to discuss education planning, let's connect. Together, we can set our kids up for success—both in school and beyond. Morgan Stanley | Morgan Stanley Wealth Management

As we begin to approach the holiday season, many families are preparing to gather and enjoy the festivities together. With all your loved ones around, the holiday season can be a great time to have conversations about finances. I wanted to bring into focus Morgan Stanley's Wealth Education for the Next Generation video library, which covers topics from Introduction to Money & Saving to Navigating College & Career Paths - for you to share and discuss with your younger family members and friends as we enter the new year. https://lnkd.in/d2YgJx42

🤨 Is breaking into investment banking as a non-target school student even realistic? 👍 The answer is a resounding YES. 😬 Sure, it’s not going to be easy. ⛰️ The road is definitely more challenging, and you’ll face obstacles that target school students don’t have to deal with. 🙌 But let’s be real—nothing worth achieving comes without effort. 🤝 So, what’s the secret weapon that can make all the difference? Networking. Here’s an example: 📨 One of our students started by sending just 50 cold emails a month. 🤯 After using the tools and strategies we provide at WSO Academy, they boosted their outreach to 300 emails a month. The result? 🚀 They secured a role at Morgan Stanley, even as a non-target student. ⚡ Want the same guidance to help you break into IB? ✅ Apply to WSO Academy NOW 👉 https://lnkd.in/gN9yH8gM #investmentbanking #wallstreet #financecareers

As we begin to approach the holiday season, many families are preparing to gather and enjoy the festivities together. With all your loved ones around, the holiday season can be a great time to have conversations about finances. I wanted to bring into focus Morgan Stanley's Wealth Education for the Next Generation video library, which covers topics from Introduction to Money & Saving to Navigating College & Career Paths - for you to share and discuss with your younger family members and friends as we enter the new year. https://lnkd.in/gf3xjwNW

At this time of year many families are celebrating graduations and getting ready to send their children off to college. While these are exciting times, it can also be a bit daunting. Here at Merrill, we have our "Heading off to College Checklist" to help make the process simple. Give the video here a quick watch to learn more.

As a parent of a student-athlete, I’m constantly inspired by their ability to balance the demands of the classroom, the field, and everyday life. Their resilience and leadership shine through, even with so much on their plate. That’s why I’m thrilled to be part of Wells Fargo initiative that not only supports student-athletes and their families in understanding money management but is also dedicated to empowering everyone to achieve financial stability and long-term security. Financial health is a journey, and it’s a privilege to help guide it. #Bankfodoing #Financialhealthiswealth #Empowerment https://lnkd.in/eyFDZ7p7

Check out this article from Fidelity's Learning Center on how to age in place. What's that you ask? The ability to live in your own home, as part of your own community—safely, comfortably, and independently—regardless of age, income, or ability level. #FidelityAssociate

Check out this article from Fidelity's Learning Center on how to age in place. What's that you ask? The ability to live in your own home, as part of your own community—safely, comfortably, and independently—regardless of age, income, or ability level. #FidelityAssociate

Check out this article from Fidelity's Learning Center on how to age in place. What's that you ask? The ability to live in your own home, as part of your own community—safely, comfortably, and independently—regardless of age, income, or ability level. #FidelityAssociate