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
Today’s students are often looking for a way to serve others and their community. In addition, they are thinking about how to pay for their education. Military service in one of its many forms can meet both needs--paying for college and providing a much needed service to our country. You may want to take a closer look.Read More
We hope the day never comes. The day when you lose a job, face extreme medical bills, or suffer a loss resulting in unexpected expenses. Suddenly, the budget you worked so hard to plan goes out the window. You are faced with being unable to pay your student loan debt.Read More