Navigating the Return of Student Loan Payments in a Post-Pandemic Economy
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® work together to provide advice to an investor who is facing reinstated student loan payments; however, her life has significantly changed in the past three years, making her wonder if she has better options for paying down her student debt.
Saving for College with a 529 Plan
Associate Clay Norman, CFP®, explores the benefits of 529 savings plans for parents looking to save for their child’s college education. These plans offer tax advantages, flexible contribution options, and various investment choices.
College Forecast: Skepticism Toward Higher Education Rises
A 2023 survey found 56% of Americans saying a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills vs. 42% who think college is worth it.
Watch Out for Student Loan Repayment Scams
With student loan payments resuming soon, be on the lookout for scam artists posing as legitimate debt relief companies, promising to help repay loans.
Tax Implications of Student Loan Forgiveness
Fixes to Income Driven Repayment plans will discharge around $39 billion in Federal student loans, affecting more than 804,000 borrowers the coming weeks—but what is the tax implication?
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The fear of overfunding a 529 plan is a lot less now that new laws allow 529 Plan beneficiaries to roll left over funds into a Roth IRA.
Five Key Benefits for Military Families
Military families face plenty of financial challenges. If you’re saving for college or retirement, buying a home, or wondering how to help secure your family’s financial future, don’t overlook these five important benefits.
The Secure 2.0 Act: Empowering Student Loan Borrowers and Retirement Savings
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan.
The Changing Landscape of Financial Aid: What Students and Parents Need to Know
Managing Associate D.J. Barker, CWS®, covers some of the upcoming changes parents and students can expect to see on the Free Application for Federal Student Aid this fall when they apply for the 2024-2025 school year.
A 529 Plan Can Help Jump-Start Your College Fund
Building a college fund, even a small one, can help families feel more in control and less stressed during the college research and admission process. Think of a college fund as a down payment.