Client login

What Counts as a Qualified Expense for a 529 Plan

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 to Use a 529 to Pay for K-12

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 ear...

How Home Equity Impacts Financial Aid

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 th...

How to Vacation on a Budget

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 you...

Ready to take the next step?

Let’s talk!