College Planning

Misinformation can lead to your clients paying way too much for school.

The best ways for individuals to pay off their college debt.

It’s easier to get into financial trouble when pursuing a graduate degree because there is no fixed limit on how much graduate students can borrow for tuition, fees and living expenses.

Pricey private institutions are more likely to take a family’s home equity into consideration when fashioning financial aid packages.

The new due date for 2020 contributions applies to both traditional IRAs and Roth IRAs, as well as health savings accounts, Archer medical savings accounts (Archer MSAs) and Coverdell education savings accounts (Coverdell ESAs).

The formula will change for families filling out the form beginning Oct. 1, 2022.