I hope that everyone is home, safe, and washing their hands a lot! Yesterday we learned that bacon is not being hoarded, at least not in Portland, when out of the blue we got a notification that several week-old online grocery delivery attempts were going to be filled. The one item that was not out of stock in any of…
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FAFSA
If I had an FAQs page, one of the top questions would be, “Why pay the higher expense ratios in 529 plans when there are so many low-cost, tax-efficient investments available?” It’s certainly true that you could construct your own portfolio and then have the added bonus of not worrying about whether your child will attend college or not. However,…
Two pieces of legislation that impact college were approved towards the end of 2019. Each has some components that may be of interest.
It’s hard keeping track of what matters when in the prior-prior year world of the FAFSA and CSS Profile. Here is a table summarizing tax year and asset dates for the next few college years: School Year 2020-2021 2021-2022 2022-2023 2023-2024 2024-2025 2025-2026 2026-2027 FAFSA/ PROFILE Income Tax Year 2018 2019 2020 2021 2022 2023 2024 Assets As Of Oct*…
Who knew we’d be a week away from the end of the year at this point? Kidding of course. If you’re among the many who want a year-end to do list, here goes!