Tag: 529 plans
Apr 9, 2018
Watch this video on YouTube One financial goal held by many of my clients is to help pay for their grandkids’ education. This generosity can foster gratitude and family closeness. Unfortunately, it can also foster resentment and family misunderstandings. Here...
Apr 5, 2017
No. 20 of 106 Things We Do For Clients Review your children’s custodial accounts and 529 education savings plans. Saving for the education of your children or grandchildren can be more complicated than simply opening an account with your state’s 529 plan. Not...
Nov 4, 2014
To open a 529 college savings plan for a child or grandchild, you don’t have to stick with your own state’s plan. You can choose one from another state if it has lower fees or is a better fit for your family. The important word in that last sentence is...
Oct 15, 2014
If you feel an emotional obligation to help pay for your grandkids’ college costs, don’t do it at the expense of your own retirement. That’s the primary message in a September 29 article at NewRetirement.com. Sarah Swantner from KFG is quoted in the...
Aug 11, 2014
Watch this video on YouTube When it comes to 529 college savings plans, the best strategy is to start early and start big. Don’t wait to set up an account until your teenager is starting to wonder which schools might offer skateboarding scholarships. These...
