Investment research experts at Morningstar have announced their winners for Top 529 College Savings Plans for 2019. You’re probably familiar with 529 plans. These are great ways to save for college for your kids or grandkids. Your money grows tax-free, and withdrawals are tax-free as well when used to pay for college expenses. That makes […]
I met recently with the parent of a high school student who was thinking about ways her daughter could save for the future without jeopardizing any potential college financial aid. That’s a concern other parents may have as well. If your high school student works and earns money from a job, a Roth IRA is […]
The New Year is a time for new beginnings and new resolutions. Here’s one you should make right now. If you are not yet using a college 529 plan to save for college, you should. Leading investment research company Morningstar just released a new study that looked into how American parents save for college. The […]
Know how they tell you in the airplane that, if there’s an emergency, you should put on your own oxygen mask first before helping others? The same principle applies to personal finance. There’s a definite hierarchy you should follow when you strategize on how to reach your – and your family’s – financial goals. As much as we […]
When it comes to student loans, parents and students both need to read the fine print carefully before signing on the dotted line. We all know that ballooning student loan debt – over $1.3 trillion now outstanding – is overwhelming young adults, forcing them to delay buying a home and moving on with their adult lives. Here’s one […]
Will your college savings plan earn you an A+? Or does it fail the grade? Check out our article on “The 3 Biggest Mistakes Parents Make in Saving for College” posted today in Money magazine’s College Planner!
Did you know that the way you save money for your child’s education can either (a) create a big yearly tax bill, or (b) let your money grow for decades without paying any taxes at all? It only takes 5 minutes to make the right choice, as long as you know the secrets of how to […]
“Affluent parents are leaving money on the table” when it comes to paying for college, says research by investment firm Legg Mason. The main reasons? Parents neglect getting informed guidance from those who can help them, like their financial advisors, and make many planning mistakes, including failing to take advantage of tax-favored programs like 529 plans. Legg Mason’s 2012 Intergenerational Survey of College Finances documents how […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
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