by Phillip Kashin | Oct 2, 2024 | College Planning, Financial Planning, Phillip Kashin
Saving for college is a major financial commitment and it’s important to make it part of your overall financial plan. While you might not need to cover the entire cost, thanks to scholarships, grants, and other resources, careful planning is key. Estimating the...
by Joanne Tackes | Jun 28, 2024 | College Planning, Financial Planning, Joanne Tackes
Created in 1996, Section 529 plans – named after section 529 of the Internal Revenue Code – have become one of the most popular ways to save for education expenses. These plans offer numerous tax advantages. Most notably, earnings in a participant’s account grow...
by Robert Bartley | Aug 22, 2017 | College Planning, Investing, Markets, Retirement, Robert Bartley
August Market Doldrums We are in the historically tough stock market month of August and this year is playing out like many others. Currently there are more stocks (> 50%) in the S&P 500 below their 200-day moving average than above. That means more stocks are...
by Robert Bartley | Mar 15, 2016 | College Planning, Uncategorized
By Jessica K – When you think about sending your child to college, the first thought that probably comes to mind is cost which may leave you thinking “how the heck am I going to pay for it?”. My husband and I are expecting our first child in May, and we’re...
