College

4
Feb

Accessing Money from Employer-Sponsored Retirement Plan

As the name suggests, an employer-sponsored retirement plan is a plan that an employer sets up and maintains for its employees' retirement. A qualified retirement plan is an employer-sponsored retirement plan that receives special tax treatment under federal law. 401(k) plans and profit-sharing plans are common examples of qualified employer-sponsored retirement plans.) The tax benefits of a qualified plan generally
Read more
28
Jan

ABCs of Financial Aid

These days, it's hard to talk about college without mentioning financial aid. Yet this pairing isn't a marriage of love, but one of necessity. In many cases, financial aid may be the deciding factor in whether your child attends the college of his or her choice, or even attends college at all. That's why it's important to develop a basic
Read more
3
Jan

Links To Ring In 2019

Welcome to our first blog post of 2019! Below are some links regarding financial planning for retirement, financial concerns for college, and general financial education. Hopefully these help shake off the holiday cobwebs and get your year off on the right foot. Current Events Our friends at Formula Folios have provided some valuable insights regarding the recent stock market volatility
Read more