Thinking about college? Here's a checklist for the high school years
August 20, 2025
For many students, high school is about preparing for college. Our Bill Cass reviews a four-year plan with action items for both parents and students.
Latest
Changes to student loans plus 529 plans under new tax law
With provisions to simplify student loan repayment and enhance 529 plans, the new tax law may impact how you pay for college. Our Bill Cass explains what families need to know about the new law.
Navigating the new tax law: Tips for maximizing new deductions
The new US tax law raises the SALT deduction cap and adds a new deduction for seniors. Learn more about the impact of the new tax law. Here are some strategies to optimize tax planning.
Why a financial plan should include asset protection
Establishing an asset protection plan is an important part of a comprehensive financial plan and can help safeguard property and savings. Here are some strategies to consider to try to protect assets from creditors.
Congress passes sweeping tax bill
Congress approved a sweeping tax bill which extends the current tax rates set by the TCJA and offers many other tax provisions. Here are the key provisions and how they may impact taxpayers.
Senate tax proposal: Some key provisions differ from House bill
The Senate Finance Committee's tax bill proposal extends TCJA provisions, including tax brackets and rates, while making key business tax incentives permanent. Here are some highlights of the Senate version.
Key considerations for evaluating non-hardship 401(k) withdrawals
It’s important to consider non-hardship 401(k) withdrawals carefully. Individuals should check plan eligibility and consider asset protection and tax implications.
What business owners need to know about the new tax bill
The US 2025 tax bill enhances certain deductions and includes provisions for business growth and development. Here are some highlights of what is being debated on Capitol Hill and the impact on business owners.
Starting strong: Financial tips for new grads entering the workplace
New graduates should prioritize budgeting, managing debt, and understanding employee benefits when starting a new job. Here are some key tips for building a strong financial foundation.
It’s not too early to start saving for college
Raising a family brings financial challenges, especially for education. Starting early with a 529 plan can help save for college. Here are some considerations for early college planning.
Special tax alert update: House passes tax bill
The House recently passed a comprehensive tax bill. The Senate will now consider the legislation. Here are some of the highlights of the bill.