Whether you’re newly married, starting a college savings fund, or taking care of aging parents, nearly every major life event has financial implications.
One of the biggest things parents don’t account for when establishing a 529 plan is the potential for merit aid. If your child receives some form of merit aid, this could have both a positive and negative impact on the funds sitting in your 529 college fund.
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
Each day will bring a new set of uncertainties, many of which you will be woefully unprepared for, but we’ve put together a list of questions you can address before a cry is ever heard.
You’ll need to follow your state’s rules to ensure that you don’t diminish your return on investment due to these 529 plan mistakes.
For many parents, it can be counterintuitive to think about saving for their children’s academic future while they’re fulfilling their own financial goals and obligations.
Think of 529 plans as pre-paying for college: Put money into the 529 plan each month, then withdraw funds when you need to pay for college expenses.
Financial troubles may be avoided when you and your partner understand how to merge finances and work together to achieve your goals.
The school year has nearly ended, or may already have ended for your children. With summer comes the opportunity for quality time spent together. This
As spring begins and plans for summer vacations and family getaways come into focus, the cost of hotels, airline tickets, transportation, and other travel services
We recognize the importance to our clients of raising responsible children and communicating with them about money in healthy ways.
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