Is Your College Creating Snowflakes?
As clients know, I question the value of college (and saving for it in the future) unless it is for very specific degrees. Is your...
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Jul 23, 2021
Do Not Invest In A 529 (Or Able) Plan
One of my biggest concerns as a financial advisor is not a market crash or missing out on Bitcoin level bubbles. My biggest concern is...
Jul 23, 2021
These Big Three Financial Priorities Come Before Paying for College
CFP Board Ambassador offers tips for to help families avoid heavy college debtloads Livonia, Mich., Oct. 10, 2017 – This year’s federal...
Jul 23, 2021
Paying For College: How to Get High Marks When Financing a Higher Education
CFP Board Ambassador offers advice for affording college Livonia, Mich., April 17, 2017 – With college acceptance letters arriving in the...
Jul 23, 2021
Is a 529 a good short-term savings vehicle for my own educational expenses?
If your state's plan offers a good tax deduction and a fixed option, you may benefit a little from using the 529 plan. Unfortunately,...
Jul 23, 2021
Are 529 plans measuring up in terms of performance?
While I was not able to offer a quote (but, recognized anyhow for the knowledge!) the following piece by AnnaMaria Andriotis of the Wall...
Jul 23, 2021
Guide to Managing Your Michigan Education Savings Plan (MESP) 529 Account™
Clear Financial Advisors has released the Guide to Managing Your Michigan Education Savings Plan (MESP) 529 Account™. Included in the...
Jul 23, 2021
529 Plans are Increasing Risk of Offerings
I’ve long been a critic of 529 plans. Additional costs and a tendency to take too much risk with money you have allocated to a loved one...
Jul 23, 2021
How to get on sound financial footing after graduation
As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...
Jul 23, 2021
Why 529 Plans May Not Be Best Place for College Savings
President Obama’s announced plans to use executive orders to change student loan payback and loan forgiveness continues a trend of...
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