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...
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 now she’s out in...
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...
The beginning of the school year is undoubtedly a very exciting and very expensive time for parents. It has historically been the second-largest shopping season of the year, second only to the winter holiday season. According to the National Retail Federation,...
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...
