Five Common Financial Aid Myths
Financial aid is confusing—you got that right! But don’t be misled by these five misconceptions. Read all about it in this week’s Financial Tip.
Private College 529 Plans Allow You to Buy Tuition at Today’s Prices
This week, Senior Associate Jarrett McKenzie, CFP®, CWS®, joins hosts Bil Lako, CFP®, and Troy Harmon, CFA, CVA to cover Private College 529 Plans that allow you to lock in today’s tuition prices at select private colleges and universities nationwide.
In the News: Grandparents Can Held Fund College Costs with 529 Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares tips on how grandparents can help toward higher education costs.
The IRS Has Become More Liberal With College Expenses
The IRS has expanded what falls under “qualified higher education expenses” for 529 Plans. Read all about it in this week’s Tax Tip.
Grandparents Helping Fund College Costs
This week, Research Analyst Nick Antonucci, CVA, Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, cover a financial planning situation about investors who want to help fund college education savings for their grandchildren. They cover the benefits for both 529 Plans and Roth IRAs.
Borrowing Money to Finance an Education?
Borrowing funds to finance an education? You may consider a borrowing against your home because of the tax benefits. We explain in this week’s Tax Tip.
Kickstart Your College Fund with a 529 Plan
529 Plans are made specifically for college savings. You can contribute a lot, and there are tax benefits too! Learn more in this week’s Financial Tip.
Interest Rates Rise on Federal Student Loans for 2017/2018
New federal student loans disbursed on or after 7/1/2017, and before 7/1/2018 will carry a higher interest rate. Learn more in this week’s Financial Tip.
Who Controls the Funds in a Section 529 Plan?
A 529 Plan can reach a hefty balance, but who controls the money? It depends. Read all about it in this week’s Financial Tip.
Paying for College from Cash Flow
Check with your child’s school about different payment options. You may be able to pay from cash flow. Learn more in this week’s Financial Tip.