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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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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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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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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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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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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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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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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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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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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