Tax tips for parents with kids heading to college this fall
A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save […]
College Costs
College Costs, Taxes
What families need to know about the new tax law
The One, Big, Beautiful Bill Act (OBBBA) has introduced significant tax changes that could affect families across the country. While
College Costs, Taxes
Is college financial aid taxable? A crash course for families
College can be expensive. According to the College Board, the average sticker price for tuition and fees at private colleges
College Costs, Uncategorized
Saving for college: Tax breaks and strategies your family should know
As higher education costs continue to rise, you may be concerned about how to save and pay for college. Fortunately,
College Costs, Taxes
Unlock your child’s potential by investing in a 529 plan
If you have a child or grandchild planning to attend college, you’ve probably heard about qualified tuition programs, also known
College Costs, Estate Planning, Investment, Taxes
6 tax-free income opportunities
Believe it or not, there are ways to collect tax-free income and gains. Here are some of the best opportunities
College Costs, Retirement
New option for unused funds in a 529 college savings plan
With the high cost of college, many parents begin saving with 529 plans when their children are babies. Contributions to
College Costs, Taxes
Are scholarships tax-free or taxable?
With the rising cost of college, many families are in search of scholarships to help pay the bills. If your
College Costs, Taxes
Plan now for year-end gifts with the gift tax annual exclusion
Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts
College Costs, Taxes
Can you deduct student loan interest on your tax return?
The federal student loan “pause” is coming to an end on August 31 after more than three years. If you