How to Play the College Financial Aid Game

7-Minute Read You may be aware that the cost of college today is much higher than it was twenty years ago, and the country has a student loan crisis. Part of the problem is understanding the actual cost of your child’s college education. It is a challenge, and it’s more important than ever for you […]
Addressing Concerns about Overfunding a College 529 Plan

6-Minute Read As schools and colleges resume classes, I often assist individuals with separating truth from fiction regarding college 529 plans. You may be uncertain about using a 529 plan, wondering what will happen if the money is not used for educational expenses. This is a legitimate concern, as your child may not attend college, […]
Improving Your College Investment Process

10-Minute Read What is a great college planning outcome? I think it looks something like this. Your children graduate from respectable college institutions. They go on to start satisfying and well-paid careers. Student loans payments after graduation are manageable or ideally non-existent. You as a parent helped finance their educations the best you could while […]
Enhancing Your College Savings 529 Plan Experience

9-Minute Read Among competing financial priorities, funding education for our children can often feel the most daunting. But it is workable with some thrift and discipline. When saving for college, the vehicle of choice for most parents is the qualified tuition program, more commonly known as the 529 plan. This piece explores three questions to […]