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college
Education is one of the most valuable investments you can make. Whether you want to help a child or family member, or return to school, we can help select the best account for you.

529 Savings Plan: 529 savings plans are flexible, tax-advantaged accounts designed specifically for education savings. Earnings on contributions grow federal income tax deferred, and withdrawals taken to pay for qualified higher education expenses such as tuition, fees, and room and board are free from federal income taxes.

Coverdell Education Savings Account: (ESA) Accounts allow you to save for college and withdraw money for qualified higher education expenses federal income tax deferred.

UGMA/UTMA: UGMA (Uniform Gifts to Minor Act) and UTMA (Uniform Transfers to Minor Act) are custodial accounts that let parents (and others) make an irrevocable gift to a minor that can be used for college or any other purpose. For federal tax purposes, investment earnings are generally taxed at the minor鈥檚 tax rate, which is usually lower than a parent鈥檚 rate.

If you haven't done so already, talk to a Wealth Manager to help you establish your financial goals and determine how to reach them.
Marriage
When looking at your finances, a marriage is a business arrangement. Having a discussion before the wedding can help get everyone on the same page.

New Baby
A child is on the way. There are many things to plan and it is important to get a head start on investment planning for your child. Getting a start early may help both you and your child.

Job Change
If you鈥檙e changing jobs or retiring, one of the most important decisions you may face is how to handle money in your 401(k), 403(b) or government 457 plan.

Divorce
If you鈥檙e divorcing, it鈥檚 important to learn about splitting debt and protecting your financial future 鈥 and who can help you.

Loss of a Spouse
There are certain steps you need to take to settle your spouse鈥檚 financial matters, either on your own or with trusted professionals and family members.

Family Conversations
Financial conversations with family can be positive and productive if approached with the right attitude and an action plan.

Questions?
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prepare to live your best life.

A 91影视 Wealth Manager can help you prepare financially for major milestones by addressing your specific financial needs, including your current situation and your goals for the future.

Together, you'll work to create a financial plan that addresses your immediate needs and your future dreams.

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91影视 (鈥91影视鈥) has a full range of brokerage and financial advisory services offered through its operating subsidiaries, affiliates and brands associated with 91影视 Financial described below.鈥
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Muriel 91影视 & Co., LLC Member: | | 鈥 Provides brokerage and custodial related services and is the registered Broker Dealer and wholly owned subsidiary of 91影视.

鈥91影视 AdvisorNXT, LLC. (鈥91影视NXT鈥) 鈥 A Registered Investment Advisor that provides investment advisory services and discretionary investment management for a fee. 91影视NXT is the brand name for . Prior to investing in a managed 91影视NXT portfolio, we will obtain important information from you about your financial profile and risk tolerances and we will provide you with a detailed investment proposal, investment Advisory Agreement and Wrap Fee Programs Brochure. These documents contain important information that should be carefully read before enrolling in a managed account program. 91影视 AdvisorNXT, LLC. is a wholly owned subsidiary of 91影视. Please read 91影视NXT Disclosures for more information.

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* Investing involves risk, including the potential loss of principal. "Financial freedom鈥 reflects personal financial goals and is not a guarantee of future results.
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