Even though there are various tax benefits available to students and parents who save for college, attend college, and pay back student loans after...
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10/05/18
04/07/17
College vs. Retirement: A battle for your savings is the wrong approach
Pitting saving for college vs. retirement is counterproductive to both your and your student’s financial health. They are not mutually...
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06/03/16
9 Ways to Teach Kids Financial Responsibility
Children learn a lot of things in high school and college. Unfortunately, financial responsibility is usually not one of them. They often go into the...
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04/08/16
Do not save for the kids education instead of your retirement
Saving for retirement or your children’s college tuition, which is more important? When looked at from a financial standpoint the answer is...
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12/15/15
How to give financial gifts without paying taxes with this Simple explanation for understanding the gift tax
Rarely does anyone ever pay gift taxes. That’s right. You probably will never have to pay a gift tax. Ever! The IRS has rules, lots of ’em,...
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12/15/15
Financial Gift Giving
Trying to find the perfect gift for your children, grandchildren, nieces or nephews this season? Instead of getting clothes they’ll outgrow or a...
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09/16/15
Your Advisor Should be a fiduciary
Unsure what fiduciary means? That’s OK, most people don’t, but I aim to fix that. Believe it or not, there are different standards of care...
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09/02/15
7 Frequently Asked 529 Plan Questions
My last blog post Know the rules when using a 529 plan received a ton of feedback, so much that I decided to follow that up with the 7 frequently...
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08/19/15
Know the rules when using a 529 Plan
Whether you are trying to save for elementary, secondary, or post-secondary education, a 529 Plan is still the best game in town. There are several...
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