Blog – Education Planning

Student Loans – Facts & Myths

There is a tremendous amount of conversation occurring about student loans – from those attending college, those who recently graduated, and those who graduated years ago. Let’s see if we can define some of the information surrounding student loans.

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Student loan types

In our September 7th post we discussed the do’s and don’ts of student loans. Do you know all the types of student loans that are available to pay tuition? Do you know which loans types have been affected by the CARES Act?

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Student loans do’s and don’ts

We all know college costs are expensive and many people find themselves taking out student loans to help pay their tuition. There have been many articles in the news recently about the amount of student loan debt being carried by graduates today. These articles do not tell you that the debt does not have to […]

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Raising Mike

To continue from our post on August 31st, I want to give you a look at some of the actions I took to attempt to raise a financially responsible and financially literate child. Many of our clients that have been around for a while have met my son, Mike. He has been out of college […]

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Kids – and developing good money habits

The estimates to raise a child into adulthood range from $500,000 to more than a million dollars when you review the current cost studies being done. Feeding a teenager seems like it could break the bank sometimes. Groceries, medical care, and clothing can undoubtedly be a few hundred thousand dollars over 18 years. Paying for […]

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Back to school time is here! Everything you need to know about 529 Plan contributions and distributions.

It is the time of year to get ready to return to school. The return to school this year is looking very different for most students. Many students are adjusting to going to school virtually, living at home versus on campus, or a hybrid of online and in-person classes. With all the changes to how […]

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High school graduate – let’s talk taxes!

High school graduations have not happened in the traditional way this year and people have found creative ways to celebrate during this chaotic time. As you are waiting to find out when schools are going to open, what will the learning environment look like, and how will it change the college experience, you should also […]

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You are now a high school graduate, what is next?

High school graduations have been different this year with drive-thru diploma delivery or multiple graduation ceremonies. And – now those same students are faced with, what will happen with my college plans? Am I going to be able to go away to school? If my school does offer on-campus classes, is it the school that […]

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Graduation

Finally, college graduation day has come!! You probably did not get to experience graduation day the way that you imagined it. Whether you watched your graduate receive their diploma at a drive-thru ceremony or it came in the mail, it is no less of an accomplishment for you as a parent and you as a […]

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You are a College Graduate – now what?

Certainly, with COVID, graduating from college this year was extremely different. Your last semester was not spent away at school and you were unable to be with friends. Your graduation ceremony may have been non-existence or was done virtually.

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