Category: College

College students

College Funding 101

Planning for your children’s or grandchildren’s college expenses is simple in theory. In execution, though, the process is often complex and confusing. Allow one simple principle to guide your plans: the earlier you begin saving, the more your money can benefit from tax-advantaged growth potential. After determining expected college expenses, use these tools to help put your kids or grandkids o...

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Family Gifts: What to Do & What Not to Do

Generosity can be a beautiful thing. There is nothing quite like working hard for a living and sharing what you have earned with your loved ones. Unfortunately, though, there are some limitations on that sense of generosity when it comes to taxes and other factors to take into consideration when it comes to estate planning. Noble motives do not matter in the eyes of the government; each America...

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