What to Do with Your College Expenses Refund Check
Category: Financial Planning » Education Planning
If you are receiving a refund of money already spent from a 529 plan, here are some important considerations.
College Planning: Don’t Wait to File Your FAFSA
Category: Financial Planning » Education Planning
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning » Education Planning
Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning » Education Planning
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
It’s College Planning Time. Are Your Finances Ready?
Category: Financial Planning » Education Planning
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
Raising Kids, Lowering Taxes
Category: Financial Planning » Education Planning
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
5/29 is for 529’s
Category: Financial Planning » Education Planning
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
Game Saving Plays for 2021 Financial Planning
Category: Financial Planning » Education Planning
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
What You Need to Know About Public Service Loan Forgiveness
Category: Financial Planning » Education Planning
Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning » Education Planning
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
It’s College Planning Time. Are Your Finances Ready?
Category: Financial Planning » Education Planning
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
Raising Kids, Lowering Taxes
Category: Financial Planning » Education Planning
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
5/29 is for 529’s
Category: Financial Planning » Education Planning
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
Game Saving Plays for 2021 Financial Planning
Category: Financial Planning » Education Planning
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
What You Need to Know About Public Service Loan Forgiveness
Category: Financial Planning » Education Planning
Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.
Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Category: Financial Planning » Education Planning
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
Preparing Your Heirs for the Great Wealth Transfer
Category: Financial Planning » Education Planning
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
Category: Financial Planning » Education Planning
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
The Advantages of 529 Plan Educational Funding
Category: Financial Planning » Education Planning
A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.
Key Considerations as Payments Resume on Student Loans in 2023
Category: Financial Planning » Education Planning
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Updates to the State of Iowa 529 plan
Category: Financial Planning » Education Planning
529 plans can be a great way to save for future education costs for your loved ones. The State of Iowa recently made a few improvements to the College Savings 529 plan.