In the News: 529 Requires Withdrawal Strategy
Strategy isn’t just for saving. Bil Lako, CFP®, explains 529 plan withdrawal strategy in today’s Marietta Daily Journal. Read the Article.
Strategy isn’t just for saving. Bil Lako, CFP®, explains 529 plan withdrawal strategy in today’s Marietta Daily Journal. Read the Article.
We discuss some basics of saving for higher education costs.
Is your 529 Plan giving you bang for your buck? If not, Bil Lako, CFP®, explains how you can make changes in today’s Marietta Daily Journal. Read the Article
The interest rate on federal subsidized Stafford Loans increased from 3.4% to 6.8% for loans taken out after July 1, 2013. Read more in this Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the options for student loan payments when financial hardships happen. Read the Article
If you need money for your higher education, the federal government provides loans for college and graduate school.
If you have multiple student loans, you may want to consider loan consolidation to make your payments more manageable. We explain in today’s Marietta Daily Journal
Sending your kids to college? Save early and save often. Tuition and fees increased an average of 4.8% from last year. Read all about it in this week’s Financial Tip.
If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, the arrival of a new academic year may be a good time to see how your plan stacks up against the competition. Mediocre investment returns, higher-than-average fees, limited investment options and flexibility—these are some of the things that might have you thinking you could do better with another plan. Learn more in this Financial Tip.
Borrowing $3,000 from your 401(k) for college expenses doesn’t seem like much until you see a tax bill of $1,320. We explain in this Marietta Daily Journal blog post. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes…