College Planning

529 Education Savings Plan Updates

In July, the Internal Revenue Service (IRS) and Department of the Treasury announced new regulations related to recent tax law changes that affect 529 plans. The 529 education savings plan updates have to do with k-12 education and rollovers to Achieving a Better Life Experience (ABLE) accounts. The 2017 Tax Cuts and Jobs Act (TCJA) [...]

By |2019-08-14T13:59:48-07:00September 10th, 2018|College Planning, Current Affairs, Taxes|

Investing in Your Grandchild’s Education

Investing in your grandchild's education is a generous gift that can have a life-long impact, especially as the cost of attending college rises every year. According to data reported in U.S. News Best Colleges rankings from 1995 to 2015, the average in-state tuition and fees at public universities grew nearly 300 percent. You have a [...]

Recommended Reading Roundup

Here's a recommended reading roundup -- informative articles to help with life, from career insights to college planning to managing holiday stress. Image by © Royalty-Free/Corbis Read about the best jobs for people with disabilities in this piece from Forbes. Interesting article from the Wall Street Journal related to college planning. Young adults are [...]

By |2019-08-14T14:00:03-07:00November 14th, 2014|College Planning, Current Affairs|

Americans Working with Financial Advisors Save More for College

More American families are asking advisers for help saving for college, and nearly all of those families have accumulated much more toward their goal than the typical family, according to a recent Fidelity Investments survey. “This year’s findings are consistent with what we hear from our customers – parents recognize the importance of defining their college [...]

By |2019-08-14T14:00:11-07:00September 12th, 2013|Advisors, College Planning, Financial Planning|