saving for college

Year-End Tax Planning Opportunities

Year-End Tax Planning Opportunities

About one year ago, the Tax Cuts and Jobs Act (“TCJA”) of 2017 officially passed – creating significant change for many U.S. families.  This represents an update to my December 2017 article on tax reform and planning opportunities you should consider before December 31, 2018. Ready to nerd out with me?

5 Ways to Prepare for College Expenses

5 Ways to Prepare for College Expenses

Did you know that saving for college is the #1 worry of families with children? But only 17% of families are saving for college expenses. Within this post, I hope to alleviate some of the concerns you have about funding college — especially if your child is in high school.

College Saving: Alternatives to the 529

College Saving: Alternatives to the 529

Previously, I touted 529 plans as the premier college savings tool.  However, there are other alternatives to consider – depending on your risk tolerance and goals.  Savings bonds, Coverdell Education Savings Accounts, and Roth IRAs accounts are just a few of the available alternatives to 529 plans.