College Planning: Financial Aid 101
If you don’t have the money to send our child to college, it’s time to learn about financial aid. We explain the basics in this week’s Financial Tip.
Should I take out a home equity loan to pay for my child's tuition?
Thinking of tapping the equity in your home to pay for your child’s tuition? Know the facts first! We explain in this week’s Financial Tip.
Using a Lump Sum 401(k) Payout to Pay Off Student Loans
Our experts discuss a listener’s desire to use an old 401(k) balance to pay down his child’s student loans, and why it may not be a wise decision to do so.
Making Smart Decisions When Investing in a College Education
Today’s Marietta Daily Journal: Bil Lako, CFP® discusses Georgia’s HOPE scholarship and other ways to keep college costs in check. Read the Article
Making Smart Decisions When Investing In a College Education
Managing Associate, D.J. Barker, CWS®, joins “Money Talks” to discuss finding alternate sources of money for education expenses and saving on college costs.
Interest Rates Fall Again on New Federal Student Loans for 2016/2017
Federal student loans issued July 1, 2016, through June 30, 2017 will enjoy a lower interest rate. Read more in this week’s Financial Tip.
Prior-Prior Year Income Rule Good for Grandparent-Owned 529 Plans
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of the benefits to the FAFSA’s new prior-prior income rule. Read the Article
Prior-Prior Year Income Rule Good for Grandparent-Owned 529 Plans
Our experts discuss the change to using the prior-prior tax year on the Free Application for Federal Student Aid, and how it can affect how you withdraw from grandparent-owned 529 plans.
An ‘Exception’ to Using ‘Retirement’ Money for Education
Only able to save a limited amount for education and retirement? We discuss why you might want to consider a Roth IRA in today’s Marietta Daily Journal. Read the Article
An “Exception” to Using “Retirement” Money for Education
Our experts also delve into a case study about an investor who can take advantage of a Roth IRA conversion to diversify the tax status of his retirement assets, but it would mean saving less to his children’s 529 Plans. Managing Associate K.C. Smith, CFP® discusses the pros and cons behind using Roth IRA funds as a dual retirement/college savings.