Last-Minute Tax Savings for College Expenses
on July 6, 2009
with No Comments
Virginia 529 plans allow for an unlimited carry-forward deduction.
Radio: Learning To Live On Your Own
on May 12, 2009
with No Comments
David Marotta discusses learning to live on your own after college.
Video: What’s More Important, Saving for College or Retirement?
on May 1, 2009
with No Comments
What’s more important, saving for college or retirement?
Radio: Planning for College
on August 21, 2008
with No Comments
David Marotta discusses financial planning for a college education.
529 Plans Help with Estate Planning
on April 14, 2008
with No Comments
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
with No Comments
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
with No Comments
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
with No Comments
Don’t borrow or withdraw money from your IRA.
Prepaid Tuition Programs May Be Fool’s Gold
on October 24, 2005
with No Comments
Prepaid programs are not safe. They just assume a different type of risk.
529 Plans: What’s Important?
on October 17, 2005
with No Comments
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
with No Comments
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
with No Comments
If you are not saving for college you are falling behind.
A College Degree is Worth a Million Bucks
on September 26, 2005
with No Comments
Education matters. He who doesn’t teach his son a trade teaches him to steal.