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August 7, 2015

Each year Morningstar researches and ranks college 529 plans across the nation. For people who live in Iowa, it is good to know that while the College Savings Iowa 529 Plan did not achieve the highest gold level ranking, it did receive a high bronze rating. 

Iowa’s 529...

September 24, 2014

The chart Tax Credits and Deductions summarizes and simplifies the very complex tax credits and deductions available for various college related expenses.  The rules are very specific and include many thresholds and exceptions.  So, always consult your financial adviso...

September 17, 2014

Scholarships, gifts from relatives, and the tooth fairy are not reliable college funding sources.  And it may come as a surprise to many that Federal financial aid is not likely either.  The above chart Student Loan Comparison[1] summarizes the student loans available...

September 3, 2014

The number one question I get from clients about college funding is whether or not to make contributions to 529 Plan accounts.  People are interested in their tax savings, but are hesitant about possible tax and penalties later if they don’t use the funds for qualifyin...

August 27, 2014

August means back to school! This month we've been focused on college funding.  Check out our newest white paper to learn about ways to fund your child or grandchild’s college education.  Contact our office with any questions.

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