Jennifer Lucus

08/26/2026

College planning isn’t just about saving — it’s about how you save.

Tax‑efficient strategies, including gifting and education‑focused accounts, may help families get more value from their dollars. A helpful read for those thinking ahead. Looking for options to benefit your children or grandchildren? Give me a call, I'm here to help.

Use the tax code to your benefit for a loved one’s education.

08/24/2026

When college is around the corner, decisions move fast.

Families often juggle tuition bills, aid offers, and payment options all at once. This guide outlines financial steps to consider as enrollment approaches. A little structure now can help families feel more prepared during a busy transition. Want to talk through your situation? Give me a call, I'm here to help.

Key steps to consider ahead of your first tuition payment.

08/21/2026

📚 “Oh, the Places You’ll Go!”
One day they’re taking their first steps, and before you know it, they’re taking on the world. Every lesson learned, every challenge overcome, and every new experience helps shape the person they’re becoming.
As children grow, learn, and discover their passions, the possibilities are endless. Here's to encouraging their dreams and supporting the journey—wherever life may take them.

08/19/2026

Graduate school isn’t just for recent grads. 🎓

Adults returning to school often face different financial challenges — from family obligations to existing debt. This article explores ways to approach grad school costs thoughtfully. Considering a return to school? Give me a call, I'm here to help.

How to pay for a degree as a nontraditional student.

08/17/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities. Let's connect on which ones might best fit your family! Give me a call, I'm here to help.

Explore the different investment accounts that can help you support your child’s financial future.

08/14/2026

🎓 The Pride Behind the Diploma
Graduation day is more than a ceremony—it's the celebration of years of hard work, dedication, and dreams achieved. For parents and grandparents, it's also a moment of immense pride, knowing they helped support that journey.
Planning ahead for education expenses can help make opportunities possible while reducing financial stress along the way. Whether through a 529 plan or other savings strategies, investing in a child's future can be one of the most meaningful gifts you give.
🎓✨

08/12/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. Give me a call, I can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/10/2026

There’s no one-size-fits-all approach to saving for college.

While 529 plans are a popular choice, other options may better align with your family’s priorities and how you want to plan.

This article breaks down the differences to help you decide.

Give me a call, I'm here to help you find the approach that supports your goals.

What to consider as you choose an appropriate saving vehicle to meet your goals.

08/05/2026

If you’d like to discuss the different ways you can save for your child’s future, give me a call, I'm here to help.

Learn how Trump Accounts work and if they fit into your family’s financial strategy.