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.

    2025 Tax Reform: Comprehensive Guide to Upcoming Fiscal Changes

    The year 2025 marks a turning point in U.S. tax policy, with scheduled adjustments and potential reforms that every taxpayer should understand. This in-depth analysis will prepare you for upcoming changes and help you make smart financial decisions. The 2025 tax...

    IRS Maintains Interest Rates for the Third Quarter of 2025

    The United States Internal Revenue Service (IRS) has announced that interest rates for the third quarter of 2025 will remain unchanged. Starting July 1, the rates for overpayments and underpayments will continue at 7% for individuals. The IRS adjusts its interest...

    2025 Tax Refunds: Amounts Increase But Fewer Recipients

    The Internal Revenue Service (IRS) has released important data about this year's tax filing season, revealing a notable trend: while refund amounts have increased, fewer taxpayers are receiving these payments. The latest figures show the average refund has grown by...

    Reinventing Your Business: When and Why to Change the Legal Structure

    A business' growth isn't just measured in sales or employees, but also in its ability to adapt. Many entrepreneurs eventually discover that the legal structure they initially chose no longer fits, or worse, creates unnecessary obstacles. In today's dynamic business...

    SEP IRA Strategies to Reduce Taxes in 2025

    For business owners and independent professionals, strategic tax planning is an essential component of maximizing income and ensuring a stable financial future. One of the most effective tools available in 2025 is the Simplified Employee Pension Individual Retirement...

    High Alert for Tax Scams: IRS Reveals Most Dangerous Tactics for 2025

    As tax season approaches, the Internal Revenue Service (IRS) has issued an urgent warning about new tax fraud and tax scams schemes featured in its annual "Dirty Dozen" list. This year, scammers have refined tactics ranging from social engineering to large-scale...

    Leave Paper Behind: 5 Free Apps to Manage Receipts on Your iPhone

    Tired of losing receipts or shuffling through piles of paper when you need one? Transform your iPhone into a professional scanner with these free apps that will help you organize your expenses and prepare for tax season. Digitizing your receipts allows you to go...

    Don’t Let the IRS Keep Your Money! How to Claim Your Cut of $1 Billion in Unclaimed Tax Refunds

    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

    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...

    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!

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