An ‘Exception’ to Using ‘Retirement’ Money for Education
Only able to save a limited amount for education and retirement? We discuss why you might want to consider a Roth IRA in today’s Marietta Daily Journal. Read the Article
An “Exception” to Using “Retirement” Money for Education
Our experts also delve into a case study about an investor who can take advantage of a Roth IRA conversion to diversify the tax status of his retirement assets, but it would mean saving less to his children’s 529 Plans. Managing Associate K.C. Smith, CFP® discusses the pros and cons behind using Roth IRA funds as a dual retirement/college savings.
What's New in the World of Higher Education?
Things are changing in the world of higher education. Get the skinny on costs, debt and FAFSA deadlines in this week’s Financial Tip.
What You Need to Know About Private Student Loans
If federal loans don’t cover the cost of college, many borrowers look to private student loans. Read all about it in this week’s Financial Tip.
Going Back to School as an Adult
Our experts discuss a case study of a professional who is interested in returning to school to pursue a degree to advance her career.
College Costs for 2015/2016 and New FAFSA Timeline for 2017/2018
No surprise, college costs have increased for the 2015/2016 academic year. Read all about it in this week’s Financial Tip.
Understanding How Your Assets Affect Financial Aid Eligibility
Financial planning for the FAFSA can be tricky, as not all assets are treated the same in the financial aid calculation. We explain in today’s Marietta Daily Journal. Read the Article
Knowing How Your Assets Affect Student Aid Eligibility
Our experts discuss a case study of a family who will be sending their son to college in the fall and will need to apply for financial aid.
Frequently Asked Questions on Opening a 529 Plan Account
529 Plans are known for their flexibility for college savings. We answer some frequently asked questions in this week’s Financial Tip.
Tax Advantages When Paying for a Higher Education
Our experts discuss a case study of a family looking to make the most out of their 529 Plan assets and the available tax breaks for higher education.