Education Planning
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The cost of higher education continues to rise, making it important for families to explore savings options that can help them manage future expenses. One widely used approach is the 529 plan, a tax-advantaged savings…
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Tips and Strategies for Managing Education Costs and Back-to-School Expenses Back-to-school season often brings excitement, new opportunities, and financial decisions. Whether preparing for elementary school, high school, or college, planning for education-related expenses can help…
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A 529 plan can be an ideal option for families who want to save money to pay for their child’s future college education. All of the money contributed to these plans grows tax-deferred and qualified withdrawals are…
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How to Get Strategic About Tackling Your Medical School Costs Medical school can certainly be viewed as an investment – but it’s a costly one. Statistics show that the average student loan debt for college students is…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what should I teach my teenagers about money?” There are a few skills in life that can payoff greatly…
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How to Help a New College Student Prepare for Success The first semester of college is an exciting time, and the perfect moment to pass along financial tips for your new college student. Oftentimes, it’s…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do 529 college plans affect financial aid?” While many of our clients aren’t focused on financial aid opportunities due…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Can 529 plans be used for student loans?” Thanks to the SECURE Act of 2019, 529 college savings plan can…