Cedar Point Capital Partners

We all know we should be investing, and today we're investing in our happiness with donuts. Happy National Donut Day! 🍩

It's 529 Day! As the school year winds down, many families are taking a fresh look at college planning.

This article walks through why starting small, starting early, and using a 529 plan can make a meaningful difference over time. It also highlights some newer features and ways parents and grandparents can work together to support education goals.

The Key to College Savings: Start Small and Use a 529 Plan As a mother of three young children, Melissa Garrett knows firsthand how overwhelming the idea of saving for college can be. That's one reason she stresses the importance of saving early and often. "I think about how much college is going ...

If you have an ISave 529 account and recently received a transaction confirmation that made you do a double take, you’re probably not alone.

ISave 529 recently updated its investment lineup, replacing Age-Based Saving Tracks with new Enrollment-Based Portfolios designed around the year you expect to begin using the funds, rather than the beneficiary’s age.

For many account owners, this transition happened automatically, so you may see “exchange out” and “exchange in” activity when you log in. No action should be needed if you were already invested in an Age-Based Savings Track, but it’s still a good idea to review your account activity.

Changes like this are a helpful reminder to check whether your 529 still lines up with your family’s goals!

ISave 529 Announces New Enrollment-Based Portfolios to Enhance Flexibility and Simplicity for Famili View current news and updates from ISave 529.

May is Disability Insurance Awareness Month — a good reminder that income protection is not always as simple as checking a box during open enrollment.

For many households, compensation may include more than a base salary. Bonuses, equity compensation, business income, and tax considerations can all be worth reviewing when looking at how workplace benefits fit into the broader financial plan.

As a reminder, CPCP does not sell insurance. We do, however, help clients think through how employee benefits fit into their overall financial picture.