Tackling The College Funding Puzzle

Tackling The College Funding Puzzle

Let’s break down college funding considerations by addressing six key concepts. How much can you afford to spend on college? 99.9% of people should fill out the FAFSA. Why? Because it calculates your EFC, which stands for the “Expected Family Contribution.” Many...
529 Plans: Top 10 Considerations

529 Plans: Top 10 Considerations

Before we get into the Top 10 Considerations (& Mistakes) for 529 Plans, let’s start with the basics. Why are 529 Plans so popular? There is no income limit to contribute. Take advantage of an opportunity for an income tax exemption. There is no tax on the...