by Lauren Hinds | 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 Lauren Hinds | May 29, 2018 | Financial Planning
By Patrick Amey Spring is here, summer weather has begun (in many places), and graduation time has arrived. Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, and excitement....
by Lauren Hinds | 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...
by Lauren Hinds | Aug 9, 2017 | College Funding
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...
by Lauren Hinds | Apr 26, 2017 | Financial Planning, Life Planning
By Patrick Amey Most of us go to see professionals when we’re in trouble or during times of crisis. If you think about it, we go to the doctor when we’re sick. We see a lawyer when we have a pending legal issue, and we seek out a therapist when we’re feeling...
