by Joni Lindquist | Sep 3, 2018 | College Funding, Financial Planning, Life Planning
By Joni Lindquist, MBA, CFP® The school year is upon us! We all know that college costs have been rising over the last decades. For example, at a private college, tuition, room and board was $45,370 in 2017. However, the average student paid only $26,080, according...
by Jamie Bosse | Aug 8, 2018 | College Funding, Financial Planning, Life Planning
By Jamie Bosse You’ve kissed your little princess goodbye and sent her off to college this year. She was top of her graduating class, a star athlete, and is the smartest “kid” you know – you are so proud. You’ve supported her financially for the last 18 years and...
by Patrick Amey | Jul 31, 2018 | College Funding, Financial Planning, Life Planning
By Patrick Amy The new tax law enacted in late 2017 extended the use of 529s to include not only secondary education, but K-12 as well. This potentially provides some tax savings opportunities for parents (or others) who need to determine if using a 529 makes sense...
by Lucas Bucl | Apr 10, 2018 | College Funding, Financial Planning
By Lucas Bucl If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get so incredibly expensive?” One popular savings tool that I encounter with clients is the 529 Plan. Started in the late 1980s and...
by Lucas Bucl | Nov 27, 2017 | College Funding, Financial Planning
By Lucas Bucl It has become increasingly popular in the media to question whether a college education is still worth it. Recent studies offer an unequivocal answer – YES! While the cost of college has been increasing, the additional amount of income that college...
by Patrick Amey | Oct 25, 2017 | College Funding, Financial Planning
By Patrick Amey As a financial planner, I can’t begin to tell you how many questions I get about college saving strategies, particularly 529 plans. And it makes sense, these plans vary by state, the potential tax can be confusing, and people often feel very strongly...
