In 2014, the United States was home to over 3,000 four-year colleges. Having that many schools to choose from is both a blessing and a curse. Cost needs to be a make it or break it factor when developing a college list.Read More
What if you could lock in today’s tuition for a child who won’t actually go away to college for many years? What if you could save money to pay for one of 300 private colleges and universities? If sending your child to a private college and paying a lower price is important to you, the Private College 529 Plan is something to consider.Read More
Is it ever a good idea to tap retirement and home equity when paying for college?
When faced with the high cost of college, parents may be forced to consider using their retirement or home equity to help pay the costs. Choosing these options should be done as a last resort.Read More
Do you understand 529 college savings plans? They are a great way to take advantage of potential tax savings and grow your investment in a simple and flexible way. But did you know these secrets that you can take advantage of?Read More
Do you love May? So many things to celebrate: Mother’s Day, Memorial Day, Star Wars Day, 529 Day, Lost Sock Memorial Day (5/9…yes, that is a thing). Wait, back up. Did you not know about 529 Day?! Honestly, we’re not totally surprised.
While we may never shoot fireworks in honor of 529 Day, it is a chance every year to spend some time talking about the importance of saving for college and to answer the question…is it better to save a dollar or borrow a dollar?
You have hit a point in your life when things are coming together. You are seeing success in your career. Your family is growing. You have a 401k for your retirement and 529 plans for your children. You’re paying your mortgage. All is good. Why would you need a financial advisor when everything seems fine? Maybe you are wondering...could it be better? How can you find just the right advisor to put your interests first?Read More
Going to college is an investment. If you are going to spend upwards of $100,000 on something, it better be worth the money, and just like any other investment you must make the most of it.
Unfortunately, a new study showed that millennials are graduating with more advanced degrees than their boomer parents BUT are earning less.Read More
Have you seen the headlines? The government was making it harder for students to file their federal financial aid applications. In March without warning, the IRS shut down the Data Retrieval Tool with the statement that it was not secure and could be a security risk to personal information on file with the IRS.Read More
So, do you wish you lived in New York? If you aren’t a resident of NY, you might consider it now that the state of New York has become the first to offer free tuition to in-state students attending public college in their home state. What are the particulars? How are they making this happen?Read More
We see it often at this time of year. The time of year when students are receiving college letters telling them they are accepted or waitlisted or rejected. The time of year when families are receiving college letters telling them what they are expected to pay for the privilege of attending that school. It can be a dream, or it can be a horror story.Read More