Category: Education Planning

5 Key Tips for Successful Financial Planning for Young Families

5 Key Tips for Successful Financial Planning for Young Families

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10 Key Steps to Help Build Your Financial Literacy

10 Key Steps to Help Build Your Financial Literacy

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Tips for Spending from a 529 Account and Education Cost Planning

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pay for college

Don’t forget to plan for the valuable tax breaks when you pay for college tuition

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paying-for -college

College vs. Retirement: A Battle for Your Savings Is the Wrong Approach

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Financial responsibility

9 Ways to Teach Kids Financial Responsibility

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Retirement or college tuition

Do not save for the kids education instead of your retirement

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Gift Tax

How to give financial gifts without paying taxes -understanding the gift tax

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Financial Gift

Financial Gift Giving

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Fiduciary

Why Your Financial Advisor Should Always be a Fiduciary

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