As the year draws to a close, it's an opportune time to review your financial situation and ensure you meet year-end deadlines to maximize your financial benefits.
Optimizing Your Finances at Year End
Higher Education: Which Path Is Right for You?
The debate about the value of a four-year college degree has received renewed attention in light of media reports showing annual total costs exceeding $100,000. Understandably, many families are reconsidering their higher education plans and evaluating other options including two-year degrees, trade schools, or a combination of starting at community college and then transferring after pre-requisites have been completed.
Wealth Management Insights Q2 2023: Keeping Your Estate Planning and Education Funding on Track
Read our second quarter 2023 Wealth Management Insights titled, “Keeping Your Estate Planning and Education Funding on Track.”
529 Plans: Common Misconceptions
Casia Chappell, CFP®, CPWA®, discusses 529 college savings plans and their details that oftentimes confuse savers and students and how to best utilize these plans.
Wrapping Up 2021 With a Bow: Year-End Planning
As we approach the hectic holiday season, we encourage you to pause and review your personal finances before we close the books on 2021.
A Reality Check on College Costs
In the past 30 years, the cost of your cup of coffee doubled. Medical care costs rose 435%. And college costs? According to a study by J. P. Morgan Asset Management, tuition increased … 822%.