Risk and Reward Podcast Episode 12 Monetary gifts to a university used for scholarships reduce the debt incurred by students, giving these graduates the flexibility to be job creators.
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 […]
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 […]
A new parent’s tips for planning ahead Last month, my wife and I experienced the greatest miracle. We welcomed our new baby girl to our family! We […]
2019 tax deadlines you don’t want to miss Deadlines, deadlines, deadlines: the dreaded word. Whether it’s making sure your dry cleaning arrives before the cut off time for […]
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,” […]
Investing In Our Third Child Last month, as our family was getting ready to start our day I took notice of my wife, at the […]
Paying for College | May 2017 Who-hoo, or as my friend Martha says, “Wooty-hoo!” She’s very Southern. Why am I celebrating with such reckless abandon? My […]
