Hey everybody, this is David Murphy, President at the Marshfield Medical Center Credit Union, and welcome to “The Credit You Deserve” podcast. In this podcast, we will cover relevant topics that impact your personal finances. You will walk away better informed about the basics of personal finances with tips and recommendations you can incorporate into your own daily lives. We will also inform you to the latest developments in the financial world and the impact they may have on you. You work hard to take care of your finances. Isn’t it time you get the credit you deserve?
On this episode, my guest is Trevor Neufeld of Neufeld Capital Management as we discuss financial planning for college.
Securities and Advisory Services offered through Harbour Investments Inc. Member SIPC
529 Plan State tax laws and treatment may vary. Earnings on non-qualified distributions may be subject to income
tax and a 10% federal penalty tax. Please consult your tax adviser for more information.
This information is intended for educational purposes only. Please consult a tax/financial professional before making a financial decision.
Products and services offered 1) are not NCUA insured, 2) have no Credit union guarantee, 3) may lose value.
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