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Saving for Education with a 529 Plan

Saving for Education with a 529 Plan

In this day and age, it’s never too early to start thinking about college! If you are a new parent or grandparent, you may be wondering how you can ever afford to help your child or grandchild through four years of school. There is a solution to this dilemma! A 529 plan lets you save for your child’s education and comes with additional benefits.

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Graduating During the Great Recession

Graduating During the Great Recession

Students who will be graduating during or directly following the COVID-19 pandemic will be entering a job market that is severely impacted, making it hard to begin their career in the way they may have hoped. Here are some lessons that I learned, having graduated during the Great Recession that can help these students to make the best of these unfortunate circumstances.

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College Financial Aid After COVID-19

College Financial Aid After COVID-19

As the COVID-19 situation continues to unfold, there is a lot of uncertainty regarding what the future will look like as we begin to recover from this pandemic. One major concern for students and parents alike is what college financial aid will look like next Fall and Spring.

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The World of Student Loans – Types of Loans

The World of Student Loans – Types of Loans

With rising tuition rates around the country, more and more parents are looking at student loans to help pay for their child’s college. Through our Student Loan Series, we aim to educate you about the types of loans available, the repayment plans out there and ultimately the best strategies to pay them off.

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55% Tax Credit for California Residents!

55% Tax Credit for California Residents!

We've all heard the warnings about “too good to be true”. However, there is a generous and little known California state tax credit that is both too good AND true! California residents can contribute to the College Access Tax Credit Fund in 2015 and receive a state...

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