5 Savvy Financial Moves for New Parents September 3, 2021 Financial Planning 30somethings, financial planning in your 30s, new parents Major life events can provide the impetus to create or revise your financial plan—and few events are bigger than welcoming a new child. Here are five action items to consider, whether you are a new parent, expecting or simply playing catch-up with your planning: Get your child a Social Security number. You’ll …Read More keyboard_arrow_right
New and Improved FAFSA Rules June 11, 2021 Family Financials college savings, FAFSA, financial planning, paying for college, student loans Is college on the horizon for your kids or grandkids? Then you need to know about some important updates to the Free Application for Federal Student Aid (FAFSA). If this is a new acronym for you, FAFSA is the main form you’ll use to apply for student financial aid. The recent revisions were …Read More keyboard_arrow_right
Financial-Aid Deadlines Approach February 28, 2020 College Savings One of the best long-term investments you can make is in higher education. If you’ve got a prospective college student in your household, you’ve either heard, or know first-hand, how daunting the process of finding and applying for financial aid can be. One crucial step that all prospective students should take is …Read More keyboard_arrow_right
Popular 529 Plans Reviewed February 5, 2020 Adviser Fund Update 529 Plans of Note In two recent Adviser Fund Updates, we covered the basics of 529 plans, followed up by a review of state-by-state tax treatment and financial aid implications. To wrap up the series, we’re taking a look at four 529 plans that are typically highly ranked by …Read More keyboard_arrow_right
529 Plans: Which States Reward College Savers? November 1, 2019 College Savings In September, we covered the basics of 529 plans. This week, we’ll continue examining 529s with a look at tax implications, risk strategies and how they can impact financial aid eligibility. 529 Tax Implications Contributions to 529 plans are not tax deductible (at the federal level, treatment varies at the state …Read More keyboard_arrow_right