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 […]
Back To School (College) In this episode, we discuss helping parents and grandparents prepare for college...
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 […]
Parent Trap In this episode, we discuss the burden of student loans and how to avoid getting caught up in the “Parent Trap.”
College Shopping In this episode, we discuss the major college admissions scandal that happened recently, which...
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,” […]
