‘Tis the season, and with all the holiday trimmings comes the often-fraught topic of gifts. If you mean it when you say, “Please, no more toys!” then you will want to make sure your 529’s gifting page is set up. One of the best ways to increase your college savings is to make it easier for others to help you…
With December almost here, it’s time to get on year-end tasks. If you’re among the many who want a year-end to do list, here goes!
This year for the first time, my husband and I are spending Thanksgiving alone. Planning Thanksgiving for two is a whole different ballgame, and not dusting off the good china has given me the opportunity to reflect on how much we have to be thankful for, even if we’re not spending the holiday weekend with the kids. Alex decided to…
“Use a Roth IRA instead of a 529,” many people will tell you. “It’s better for financial aid since it doesn’t count as an asset.” Some people will tell you the same about insurance policies, but those people are insurance salespeople who just want a commission. Deciding whether to use a Roth IRA is a little bit more complicated. Roth…
Confession: My son chose his college because of a party. I spent last weekend in Tucson visiting Alex. It was wonderful to see him thriving at college. Coincidentally, while we were there a memory popped up in my socials, a picture from 2017 of him, Gabi and their cousins in Tucson where the family had gathered to celebrate their grandma’s…