Radio: Planning for College
on August 21, 2008
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David Marotta discusses financial planning for a college education.
529 Plans Help with Estate Planning
on April 14, 2008
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A $360,000 investment can remove over $2 million from their taxable estate, savings $900,706 in estate taxes.
Qualified 529 Spending
on August 28, 2006
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Virginians can take a $2,000 state tax deduction simply by flowing their money through a 529 account for a day.
Community College Can Provide the Best Education
on April 24, 2006
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Community college for the first two years is the best deal to avoid the mountains of student debt and still graduate from a top-rate school.
Tackling College Costs at the Eleventh Hour
on October 31, 2005
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Don’t borrow or withdraw money from your IRA.
Prepaid Tuition Programs May Be Fool’s Gold
on October 24, 2005
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Prepaid programs are not safe. They just assume a different type of risk.
529 Plans: What’s Important?
on October 17, 2005
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If you are one of the 92% with children under the age of 18 who haven’t started a 529 plan, we encourage you to meet with a fee-only financial advisor soon. You can never start too early, and it’s never too late to do something.
Joshua and the Wall of College Savings
on October 10, 2005
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In the past three years Joshua’s account has grown a whopping 76.6% averaging 22.5% per year.
Start College Savings the Day They Are Born
on October 3, 2005
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If you are not saving for college you are falling behind.
A College Degree is Worth a Million Bucks
on September 26, 2005
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Education matters. He who doesn’t teach his son a trade teaches him to steal.