It’s looming! Around the country, freshman dorm move-in date is coming up in 2 weeks. Let’s all join hands and NOT spend as much as a semester’s tuition on stuff for our kids’ dorm rooms. Now, I realize that some of you have girls and it’s going to be much harder to reign in the…
There are a lot of myths around 529 plan that keep people from opening an account. I’m not suggesting that everyone must use a 529 account to save for college (see next week’s blog for alternatives). However, it is a slick tool and I hate to see people NOT using it because of misinformation. So…
Writing blogs every week is hard work. Therefore, I love a nice series. Even better when it coincides with a season. August being back-to-school month seemed like a good time to share some college planning info from Michael Van Boening at College Invest. First up, FREE MONEY! Did you know you may be able…
As the parent or grandparent of young children, you might be thinking about the best way to save for college. 529 plans, introduced in the 1990s, are a great way to shelter investment for college from taxes. BUT, as with all things there are drawbacks. One worry clients routinely express is, what if they overfund…
Sometimes it’s easier to learn things when it’s fun. So, test your smarts or gain some new knowledge by spotting the lie about 529 College Savings Accounts from the four statements: 529 College Investment Accounts can only be used in the state where the account is located. 529 College Investment Accounts can be transferred…
There are a lot of ways to look at funding college for your kids. There is the I-Paid-My-Way-and-Junior-Can-Too. There is the parental guilt trip of putting away any extra money and forgoing retirement savings so young Betty Sue can go to Harvard without lifting a financial finger. Most of us will fall somewhere in the…
This week I am thrilled to interview real estate attorney and fellow volunteer Jill Klancke of Klancke and Cook Attorneys at Law. Jill’s bio and contact information follows the interview, but for the sake of newsletter formatting I want to get straight to the Q&A. Turns out, real estate attorneys have a front row…
It’s August, and thoughts often turn to back-to-school. Whatever that looks like. For those of us with students at home (and at home, and at home, and at home) or in college (also, possibly at home, darn it), paying tuition bills may also be top of mind. In the last year, there have been…
We are getting back to into the swing of the school year and for many, school means college. College soon, or college now, and the angst of paying for it. I went to a seminar last year by Joe Messinger, CFP ® of Capstone Wealth Partners. He gave us amazing perspective on the student…
This week I am happy to offer an article by guest blogger Sara Zessar, an expert in the field of finding the college fit for students and money to help pay the tuition. Read more about Sara at the end of this piece. What is a merit scholarship? In essence, it’s a scholarship…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
