Scott Iverson, CFP®, ChFC, CEBS, CRPS has joined the Claris team as an Operations Manager and Investment Advisor. Scott has over ten years of experience in the financial industry and holds several certifications including the CFP (Certified Financial PlannerTM). Scott has a successful history of providing comprehensive financial planning advice for retirement, estate, investment and risk management. At Claris, Scott will lead the day-to-day operations and assist with the advising needs of clients. He holds his Bachelor and Master of Business Administration from Stetson University.
529 Savings Accounts: What Are They and What’s Changed?
It’s no secret the cost of a university degree has shot up in recent decades. According to Georgetown University’s 2023 report, the average cost of tuition, fees and room-and-board increased