Planning to Use 529 Funds? Read This.
September 14, 2021  | By Manisha Gupta

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Investing in a 529 plan can be an effective and easy way to save for college, but when it comes time to spend those funds, there are some important nuances…Read More

Talking Money with New Graduates
August 6, 2021  | By Manisha Gupta

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Summer is an exciting time for freshly minted graduates embarking on their own. Finally, the moment that you have been waiting for is here. Your child is going…Read More

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