Ideas & Insights

How to Plan the Perfect Road Trip

September 13, 2018, No Comments by Kimberly L. Curtis

Planning a road trip can be a fun experience, but also stressful. Driving across country is a lot different than flying, you’re in control of where you go and where you stop along the way. So here 8 helpful tips for your stress free road trip.

8 Tips for Extension Filers

September 06, 2018, No Comments by Kimberly L. Curtis

The six month tax return extension is fast approaching the October 15th deadline. If you filed an extension, you can file anytime before October 15th and fully or partially pay your tax bill anytime.

What Counts as a Qualified Expense for a 529 Plan

August 30, 2018, No Comments by Kimberly L. Curtis

After years of saving for college in your 529 plan, the day has finally arrived that you need some of that money to start school. You have control of how much money you withdraw from your 529 account and what to spend it on. However, before you feel flush in cash, it’s important to know what is covered as a “qualified” expense.

How to Use a 529 to Pay for K-12

August 28, 2018, No Comments by Kimberly L. Curtis

As of January 2018, parents can now use their 529 plans to pay for private K-12 tuition. Originally designed for college, 529 plans allow tax-free earnings growth and tax-free withdrawals when the funds are used to pay for expenses that meet the requirements. That now includes private school tuition.

How Home Equity Impacts Financial Aid

August 15, 2018, No Comments by Kimberly L. Curtis

When approaching college financial aid for the first time, it can be difficult to navigate. Many parents wonder if their home equity is a factor in the FAFSA (Free Application for Federal Student Aid) and whether it impacts their student’s aid. For the majority of colleges that require the FAFSA, the value of your home and your mortgage payment will not affect your student’s financial aid.

How to Vacation on a Budget

August 02, 2018, No Comments by Kimberly L. Curtis

Escaping from the confines of a cubicle and having a fun-filled vacation is something most people dream about. The good news is that you can enjoy your holiday without spending exorbitant amounts of money. So how can we vacation on a budget?

20 Top Savings Tips

July 26, 2018, No Comments by Kimberly L. Curtis

AARP just came out with their annual 99 Great Ways to Save Money. Here are Wealth Legacy Institute’s Top 20 from the article.

Can a 529 Plan Hurt Your Financial Aid?

July 22, 2018, No Comments by Kimberly L. Curtis

Many people worry about whether a 529 Plan will impact their eligibility for financial aid. It will impact your aid, but may help you more than it will hurt. Understand the advantages of a 529 Plan and its minimal impact on financial aid.

Is A College Degree Worth It?

July 13, 2018, No Comments by Kimberly L. Curtis

As the cost of higher education continues to climb, is the cost for a degree worth it? Some of the most successful people in the world dropped out of college. The answer is tricky and it depends.

Retiring with Separate Accounts

July 06, 2018, No Comments by Kimberly L. Curtis

Many couples have separate bank accounts, with a shared or communal account to pay household needs and expenses. Both may contribute equally to the account, but still maintain individual checking and saving accounts. With a second marriage or both working outside the home, an arrangement like this is common. But when it comes to retirement, how does having separate accounts affect your retirement?

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