Article Having Money Conversations With Your Kids July 7, 2023 Clients tell us they worry about how wealth will impact their children. Some fear that being open about wealth may have a negative effect on their kids’ ambition and work ethic. Yet transparency and having money conversations with your kids are an important part of estate planning and wealth preservation. And it … Read Morekeyboard_arrow_right
Guide Special Report Smart Ways to Save (and Pay) for Education May 13, 2022 You have heard the horror stories. Today’s average annual cost of tuition, room and board at a four-year private college is a whopping $53,217. While it seems a bargain by comparison, even the average cost of a four year state school is a steep $25,487 for residents (and a hefty $43,161 for … Read Morekeyboard_arrow_right
Guide Special Report 2022 Year-End Thoughts for Your Portfolio and Personal Life November 17, 2022 When the days get shorter, it also means time is running out to make year-end tax-saving moves. This exclusive checklist provides straightforward, proactive tips for investors of every stripe. Taking the time to fine-tune your portfolio now may help prevent bigger headaches and tax bills come April. Topics include: Considerations on … Read Morekeyboard_arrow_right
Article 5 Savvy Financial Moves for New Parents September 3, 2021 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 Morekeyboard_arrow_right
Article New and Improved FAFSA Rules June 11, 2021 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 Morekeyboard_arrow_right
Article Financial-Aid Deadlines Approach February 28, 2020 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 Morekeyboard_arrow_right
Article 529 Plans: Which States Reward College Savers? November 1, 2019 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 Morekeyboard_arrow_right
Podcast Get Smart: Saving and Paying for College By Charlie Toole, Victor Colella, Andrew Busa — May 22, 2019 You may not be able to count on the stock market always going up, but there’s never a bear market for college costs. Tuitions continue to climb—having an education savings plan is more important than ever. Join Portfolio Manager Charlie Toole and two of our financial planning leaders as they discuss how … Listen Nowkeyboard_arrow_right