Category: education planning
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Kid Off to College Soon? A Parent-Student Contract Makes Expectations Clear
by Michael Evans, Founder & Wealth Manager As much as we parents would love to keep our children wrapped in a cozy cocoon until their...
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Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No...
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Have You Learned the ABCs of Educational Investing?
With school back in session, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good...
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Sending Students to College? Insurance and Other Important Issues
Sending a student away to college is the bridge between childhood and independence. I need to avoid being the cobbler with no shoes, because for...
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Paying for College: Take a Pragmatic Point of View
Part 3 of College Funding: How do you Finance a Dream? Last time we discussed how to speak with your child about choices you should...
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College Funding Factors: First Are Candid Family Conversations
Last week we talked about how families are seriously overdue for some candid, in-depth conversations about the costs and benefits of higher education. You can...
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Funding College: Have You Talked Through the Monumental Family Decision?
College Funding: How Do You Finance a Dream? Part I: It’s a Family Affair It’s no wonder that planning for their children’s educational aspirations is...
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Who Will Raise Your Kids if You Cannot?
Who will raise my kids if I cannot? As huge and unthinkable as the question is, it’s no wonder that I hear excuses all the...
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Your 529 College Savings Plan Quick Reference
Are you making best use of the 529 College Savings Plan, or have you been procrastinating when it comes to putting your best-laid plans in place?...
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Parents: Don’t Sacrifice Yourselves on the Altar of Your Child’s Higher Education
Parents have sacrificed their financial futures on the altar of their children’s education. Fueled by easy federal money and self-interested colleges, the result is a...
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