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…

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

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

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

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    Earn money while searching for money to pay for college.

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    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.

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    The IRS warns that roughly $1 billion in tax refunds from fiscal year 2021 could end up in the U.S. Treasury if more than 1.1 million Americans don’t act soon. These refunds are for those who did not file their Federal Tax Return (Form 1040) for 2021, the taxes that...

    Will IRS Staff Cuts Delay My 2025 Tax Refund?

    Tax season is here, and many taxpayers are worried about potential refund delays following President Trump's announcement of significant IRS staff cuts during this critical period. Tax experts confirm these concerns are valid and recommend filing as early as possible...

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

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    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...

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    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!

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