Investing for Life
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_rightMay 29 is here (almost) and we thought we’d take the opportunity to discuss some of the benefits of the other 5/29—529 educational savings accounts. 529 plans are tax-advantaged investment accounts designed to help you save for tuition and expenses related to private K–12 and higher education. Anyone can open a 529 …
Read More keyboard_arrow_rightStudent loan debt was a topic of debate during the 2020 presidential election, and the Biden administration has since signaled a willingness to explore it further during his first term in office. In the meantime, there may be a light at the end of the debt tunnel courtesy of the federal Public …
Read More keyboard_arrow_rightYou’re well-established in your career and hopefully earning more than you spend. You may have your own family as well as aging parents to look out for. On top of that, you’re nearly starting to look ahead toward retirement. That’s a lot to manage—and financial planning can help. …
Read More keyboard_arrow_rightSkyrocketing college costs have left many graduates paying off loans for decades—but there may be a light at the end of the debt tunnel courtesy of the federal Public Service Loan Forgiveness program (PSLF). The program is aimed at helping college graduates who choose careers in public service (defined below). If such …
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A Straightforward Guide to Preparing and Settling an Estate
Since it’s May 29, we thought we’d take the opportunity to discuss some of the benefits of 529 accounts (5/29, get it?). While colleges and universities ponder how, when and whether campuses will reopen in the fall, the one thing you can be sure of is that tuition discounts may be slow …
Read More keyboard_arrow_rightOne 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_rightIn 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.
Many an empty-nester saw a child off to school last week, proud and wistful as the car left the driveway or the campus receded in the rearview mirror post-drop-off. Those parents who invested early in a 529 plan probably breathed a little easier than those who did not. 529 plans are …
Read More keyboard_arrow_rightHelping You Answer and Prepare For Life’s Big Questions
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