Resources
For Marti Awad
Media appearances
The New York Times: Marti Awad Featured in “Keeping a Midlife Crisis From Wrecking Your Retirement Plan”
Marti Awad CFA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by The New York Times in “Keeping a Midlife Crisis From Wrecking Your Retirement Plan.”
Jan 18, 2024
Media appearances
GOBankingRates: Marti Awad Featured in “22% of Gen Z College Students Work to Support Their Parents — 10 Expert Tips to Help Them Manage Money”
Marti Awad, CFA, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in
Oct 25, 2023
Wealth Planning
Saving for Education? How to Choose Between a Coverdell ESA & a 529 Plan
Watching a child graduate from college is one of the proudest moments in many parents’ lives. But before your kids put on those caps and gowns, they need to complete their education—and that can be costly.
Sep 26, 2023
Media appearances
CNBC: Marti Awad Quoted in “What is Coverdell Education Savings Account and How Does it Work?”
Marti Awad CFA, CFP®, senior vice president and financial advisor at Wealth Enhancement Group was quoted in “What is Coverdell Education Savings Account and How Does it Work?”
Jul 2, 2023