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Tag: Education Planning

May 7, 2021
529 College Savings Plans Account

529 College Savings Plans

Are you interested in using 529 college savings plans for your child or grandchild but aren’t sure if you know enough about them? Financial advisor Maureen Wright provides a helpful overview to get you started.

March 3, 2021
Start a 529 plan how to

Start a 529 Plan to Save for Your Child’s Education

As college tuition costs continue to increase, it’s more important than ever to start saving as early as possible. Financial advisor Maureen Wright provides more information about the background and benefits of 529 college-savings plans.

February 8, 2021
are you eligible for the education tax credit

Who Gets the Education Tax Credit: Parent, Student, or Relative?

Although the IRS rules around who is eligible to claim the education tax credit can be confusing, the answer is straightforward when you follow these two rules.

November 23, 2020

Financial Planning for First-Time Parents

While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.

April 27, 2020
paper with words rmd required minimum distributions

2020: The Year Required Distributions Aren’t Required

Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 […]