Planning for college: High school seniors close in on the finish line
For families planning for college, the senior year of high school has many deadlines and preparations for parents and students.
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Consider creating a checklist as students head off to college
Parents may consider creating a checklist for the financial considerations involved when students head off to college.
Higher education tax breaks may be overlooked
There are several tax-advantaged provisions for higher education in the tax code that may be overlooked as multiple provisions may cause confusion.
Consider a 529 plan for a tax-smart way to save for college
A 529 plan may be part of a strategy to utilize tax-advantaged savings to meet the rising cost of college.
Consider the options when helping grandchildren with college costs
Grandparents seeking to help grandchildren with college costs may contribute in several ways, with different types of accounts and benefits.
Research and plan for the true cost of college
Non-tuition college expenses make up a significant portion of the price of going to college, but you may need to research to calculate the true costs.
Off to college? Parents need to consider this checklist
Parents may want to discuss numerous topics with children going to college including paying bills, transportation, and seeking health care.
Be smart with 529 savings plans to maximize financial aid
Here are some saving strategies using 529 savings plans that may help students maximize their eligibility for financial aid.
Planning Idea
Three planning ideas found in the tax schedule
A look at the latest tax rate schedule reveals tax-smart planning strategies to discuss with investors.