Some New Stuff About Your Retirement Plan The Secure Act of 2019 had some additions signed into law in December 2022, and some of the provisions have […]
College Savings Plans: A Great Way to Save for Higher Education Do you have a child or grandchild who will likely be attending a higher education institution in the not-too-distant future? […]
Educating Your Children Without Going Broke The 14 year old is marching through the living room again on her way to the kitchen. Sometimes I wonder […]
The Journey or the Destination? As my wall calendar has quickly flipped from January to February, I am fighting the passage of time by thinking […]
5 things you need to know about the SECURE Act Several years ago, I made a big decision. I put a home improvement project upon myself without consulting my wife. […]
529 plans: tax-friendly education expense planning In recent years, College Savings Plans -— also known as “529 qualified tuition programs” -— have become a very popular […]
Three great options for education savings plans According to CollegeBoard, the average tuition for a private four-year institution was $34,740 for the 2017-2018 school year. As someone […]
Saving for College: Kids, grandkids, and you In 1996 — thanks to Congress — Internal Revenue Code 529, which is also known as a “Qualified Tuition Program,” […]
Is private education right for your family? The time has officially arrived; we are sending our eldest into the world for the first time. Being that she […]
