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529 Savings Plan Strategies

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...

4 Major Financial Pitfalls for College Students

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 the smartest “kid” you know – you are so proud.  You’ve supported her financially for the last 18 years and now...

6 Questions About 529 Plans

By Patrick Amey What parents need to know about saving for college 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 get asked about most is...

Which Comes First: Saving for Retirement or College?

By Patrick Amey This topic is often fraught with emotion.  If you are like most parents, you will wrestle with this question: which is more important – my own retirement or my child’s education? And as you think about that question, you may be worried:  Shouldn’t I be...

How Student Loans Impact Your Credit

By Pat Amey If you’ve finished college within the last few years, chances are you’re paying off your student loans. What happens with your student loans now that they’ve entered repayment status will have a significant impact–positive or...