College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

It sounds too good to be true. And it is too good to be true… unless you know the ins and outs of the college funding system and you pick up a few tips from us on how to use your household cash.

It’s not too late!

Our College Financial Planning Services can help you…

    R

    Learn how to gain financial aid even if you don’t qualify for need-based money.

    R

    Use the IRS to pay for up to $9,000 of your student’s money for college.

    R

    Learn that private colleges can be just as affordable as state colleges, even when the initial tuition amount is more than twice as much.

    R

    Earn money while searching for money to pay for college.

    R

    Pay for college, save thousands toward retirement, and pay off your mortgage in record time!

    College is an investment in your child’s future. It may be tempting to take the loans that are offered in abundance to pay for this critical investment in your child, but loans are not the only option.

    Ask to speak to one of our College Financial Planning Specialists for information that could be valuable to your future, as well as that of your child.

    IRS Issues Tax Refund Update: Over $100 Billion Returned to Taxpayers

    The Internal Revenue Service (IRS) has announced that it has issued more than $100 billion in tax refunds to taxpayers so far this filing season. A tax refund represents a reimbursement to taxpayers for any excess amount paid in taxes to the federal or state...

    Using Your HSA to Cover Expenses for Your Emotional Support Animal

    In 2022, the average American spent approximately $12,914 on healthcare, according to data from the Centers for Medicare & Medicaid Services (CMS). A Health Savings Account (HSA) is a valuable tool to help manage and reduce these costs. An HSA is a specialized...

    The Cost of Trump’s Tax Cuts Could Bring Major Changes for Taxpayers

    A key economic priority for President Trump this year is to extend the provisions of his signature Tax Cuts and Jobs Act (TCJA), a 2017 law that reduced tax rates for most Americans, before they expire at the end of 2025. Now, Republican lawmakers have drafted a...

    Republicans May Increase Student Loan Payments 

    As House Republicans seek to identify spending cuts to finance President Donald Trump's tax reductions, they have proposed measures that could lead to higher federal student loan payments for millions of borrowers.  Republican legislators are anticipated to utilize...

    The Most Significant Dangers During Tax Filing Season is not an IRS Audit

    As tax season kicks off, it is essential to prepare for filing your 2024 tax return and to remain vigilant against scammers who are already active. Do not fall victim to their tactics. Many individuals neglect to safeguard their personal information online, and the...

    Attention! Your Tax Return may be Marked for an ’Audit Review’

    Many taxpayers are keen to submit their returns in order to receive a refund; however, it is crucial to first collect all necessary tax documents to avoid an audit. It is essential to remember that submitting an incomplete return can alert the Internal Revenue Service...

    The IRS to Provide «Free File Software» Ahead of the Tax Season

    The Internal Revenue Service's (IRS) Free File Guided Tax Software became available on Friday, January 10, for the 2025 Tax Filing Season. IRS Free File allows taxpayers to submit their federal tax returns and payments at no cost. Typically, private tax preparers...

    California Wildfire Survivors May Obtain a One-Time Payment of $770

    California residents impacted by the recent wildfires may qualify for a one-time payment of $770 from the federal government. This financial aid, known as severe needs assistance, is administered by the Federal Emergency Management Agency (FEMA) and is typically...

    IRS Reveales the Start Date for the Upcoming Tax Season

    The Internal Revenue Service (IRS) has officially announced that the tax season will commence on January 27, with federal tax returns due by Tuesday, April 15. If you are unable to file by the deadline, you can request an extension by submitting Form 2868 by April 15,...

    Tax Incentives to Help Offset the Cost when Making Businesses Accessible for Individuals with Disabilities

    Employers who hire individuals with disabilities or enhance their business facilities for employees and customers with disabilities may qualify for specific tax incentives. These incentives are intended to motivate employers to recruit qualified individuals with...

    Ready to come in for an appointment?

    Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

    Contact Us