What the heck is a 529 plan? Here you go…
August 28, 2020  | By Kevin Smith

What is a 529 plan? A 529 is a tax-advantaged education savings account that allows money to be saved and invested for a beneficiary, typically your child or grandchild. The earnings grow on a tax-deferred basis, and funds can be…Read More

Interest Rate Decline on Federal Student Loans
July 25, 2016  | By Kevin Smith

New student loans issued by the federal government will cost students less. More info here

3 BIG Financial Considerations to Having Children
June 23, 2016  | By Kevin Smith

By:  Jonathan McQuade, CFP® Okay, okay.  Deciding to have children is not often based on the idea of a positive economic outcome for parents.  As the father of two young children, my colleagues like to remind me of the average…Read More

When do I need to submit college financial aid forms?
January 13, 2015  | By Kevin Smith

It depends on the form you’re filling out and whether your child is a new college student or a returning student. College deadlines for the federal government’s financial aid form, the FAFSA, might be anywhere from February 1 to April…Read More

How can college students save and spend money wisely?
December 12, 2014  | By Kevin Smith

College is a pivotal time in a young adult’s life. Students gain a sense of independence that is accompanied by responsibility–especially when it comes to finances. If you’re a new college student, it can be overwhelming to figure out how…Read More

Some Things to Consider about Gifts to Children
September 3, 2014  | By Kevin Smith

If you make significant gifts to your children or someone else’s children, or if someone else makes gifts to your children, there are a number of things for you to consider. Transfers that are not taxable gifts There are a…Read More