Successful College Planning

College is one of life’s most important – and expensive investment goals. As a parent of two grade school kids, I know that their heading to college will be here faster than I think it will be. With most pre-college children heading back to school this month, we thought it would be appropriate to talk about pre-paying for one of life’s biggest expenses… college. In this article we talk about the importance of understanding the costs of college, what to expect from financial aid, and how to make the most of your tax-advantaged 529 plans.
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Unlocking the Mysteries of 529 Plans

As a parent I appreciate the saying “they grow up so fast.”  When I was on maternity leave in 2010, I remember how excited I was to fund our daughter’s 529 plan and plan for her future.

Selecting the right 529 plan can be as intimidating as determining how much to contribute each year.  In working with my clients, I have identified several types of 529 plans and funding schedules to meet their needs.

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