Martha Kortiak Mert

Martha Kortiak Mert, COO at SavingForCollege.com, shares her expertise on the ever-evolving world of 529 college savings plans, highlighting their expanded uses beyond just college expenses. She discusses choosing the right plan, the impact of these changes on K-12 tuition, and how ownership affects financial aid eligibility. The conversation also delves into comparing 401(k) plans to national averages and whether it's time to invest in small-cap stocks. Plus, strategies for utilizing your upcoming financial raise are explored.