Setting Up a Custodial Account
January 31, 2013
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Setting up a custodial account can be a smart move for adults who want to gift their assets and help their children become financially independent.
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Education Planning: Is The End Near for Coverdell Accounts?
November 2, 2012
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The Coverdell Education Savings Account is unique in that it provides tax breaks to families setting aside money that can be used to pay for
Section 529 Plans: Saving for College
October 11, 2012
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Created in 1996, Section 529 plans offer a tax-advantaged vehicle for college savings. This article will explore the pros and cons of the plans and
Can Grandparents Save for a Grandchild’s Education?
July 19, 2012
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Grandparents can help pay for a grandchild’s education by saving money in a taxable account and using the money for college-related bills, establishing a 529
Transferring Assets to a 529 Plan
December 2, 2011
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A 529 College Savings Plan may be an attractive vehicle for those looking to save for a child’s education.1 If you have already committed college-earmarked
Why Parents Should Give Their College Students the Gift of Professional Financial Planning
November 4, 2010
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Why Parents Should Give Their College Students the Gift of Professional Financial Planning In August, the Wall Street Journal reported that student-loan debt now surpasses
Planning for a Child’s Private School Education
June 21, 2010
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Planning for a Child’s Privte School Education Sending your child to private school is an expensive proposition. For most people, it’s made a little tougher
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