Once upon a time there were two families. Both families had well-paying jobs, and their children were bright hard-workers who were academically successful. The Smith family, Sam and Sarah, had three children. The Jones family, Jim and Jill, also had three children, and just like the Smiths they were lucky... read more →
Apr
23
Our world is all topsy-turvy. COVID-19 has impacted every aspect of our lives. Hopefully as you read this you and your loved ones are healthy and making your way through this time of turmoil. The world of college admissions has been rocked as well. College visits have become virtual. SAT/ACT... read more →
Apr
16
Parents can use money from a 529 college savings plan to pay for qualified higher education expenses like tuition, room, and board. When used for those purposes, the money earns interest tax free. If the money is not used for a qualified college expense, the account owner is subject to... read more →
Apr
03
The following is a transcript of a video from our Partners, College Aid Pro™ on the Stimulus Package and Student Loans. Matt Carpenter brakes down what the package says and how it affects current federally funded student loans. Hey everybody, Matt Carpenter, College Aid Pro™, and College Aid Professionals,... read more →
Mar
19
College sports is big business. The NCAA earns billions of dollars every year, and colleges are tax-exempt so their earnings are tax-free. Only a few sports make money--mainly football and basketball--and often some of the revenue from those two sports go towards paying for all the other sports offered by... read more →
Mar
13
In an earlier blog, we took a look, in a general way, at some key investment concepts. Now, let's explore the tax implications of some investment options. We want you to choose the right tax advantaged investment vehicle. Your choice can have a huge impact in the long term. "In... read more →
Mar
03
When the calendar turns to March, many families start to plan college visits. High school sophomores and juniors hit the road over spring break and summer vacation to tackle an important (and fun!) part of the college search—the college visit. Physically walking a campus can be key to finding the... read more →