College Funding Decisions (Jul 29, 2016)

Helping your teen embark on their college experience entails a host of decisions more important than which mini fridge to purchase or what color shower caddy to choose.  For parents, one of the primary decisions is how to fund the tuition bills.

Hopefully you’ve been diligent in preparing for the costs of college. There are several types of accounts you might have contributed to over the years in order to accumulate college savings. If you have balances in both custodial accounts (UGMA and UTMA) and Section 529 Plans, which should you draw upon first to begin funding your child’s higher education?

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Saving For College (Sep 17, 2012)

Being able to send your child to college is near the top of the wish list for most parents. A college education can open doors to many opportunities, and is increasingly necessary in today’s economy.

But that diploma doesn’t come cheap!

Start saving  for college as early as possible. Ideally, you’ll want to choose a college savings vehicle that  offers the best combination of tax advantages, financial aid benefits, and flexibility, while meeting your overall investment needs.

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