Sub-heading
Info about the page.
Test video - info here.
Single article embedded with module. Test
Tempus Fugit – Time Flies
The most important thing about college savings was to begin. I do not know about other parents, but for me, one of my first thoughts after regaining my senses was about the cost of college.
Grandparent Owned 529 Plans: What You Need to Know
Helping a grandchild with their college expenses by putting money in their 529 is great! But do you know if contributions count as a gift or if the grandchild is a "skip person," or if it can hurt financial aid eligibility?
Excess 529 Money…hmmm, what to do?
Having money left over in a 529 account may be viewed as a problem, but it is a problem most of us would love to have.
529 College Savings Accounts - Does This Expense Qualify?
Do you know what post-high school educational expenses qualify for tax-free reimbursement from your child’s 529 account? It’s important to know what expenses do qualify in order to avoid paying taxes and a penalty for those expenses that don’t.
What You Need to Know to Save For College and Save On College
The cost of attending college continues to rise and there is little we can do to alter this trend. If you are planning to assist with education costs for your children, you'll not only have to start saving earlier but you'll have to save smarter as well. “Education Funding” covers the pros and cons of the most popular savings vehicles. It also provides information on funding sources and gives you some financial strategies that can help your education funds go further.
this is our ebook - so we can add from the Resources page if there's anything there as well.
Putting as little as $100/month into a child's 529 could help you afford the surging cost of higher education.
Learn more in the Family Financial Planning chapter of our How To Build Wealth in Your 40s series.
Schedule a Consultation
We have helped our clients answer these questions and more. If you want a clear understanding of your financial future, and need help making changes to reach your goals, schedule a consultation and we can get started.