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11 Mar Retirement Savings vs. College Savings: 4 Stages to Ponder

Posted at 12:22h in Near Or Entering Retirement, Retirement, Saving/Spending, Starting, Growing a Family by Jim Ludwick

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Retirement Savings vs. College Savings It’s a continuing dilemma and sometimes a continuing drama: Save for retirement or college or both, and in what sequence? Parents these days are conflicted. College is expensive and so is retirement. Saving for college could mean amassing $200,000 or...

04 Apr Pay for College Like a Pro: Taxes and the FAFSA

Posted at 10:41h in Education, Financial Goals, Financial Wellness by Vida Jatulis

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If your child is a sophomore in high school right now, this year is super important for your college funding plan! To be eligible for financial aid (grants & student loans) for college your child will need to submit your tax return as part of...

18 Jan How a CFP® saves for college education expenses

Posted at 11:02h in Education, Financial Goals, Financial Wellness, Saving/Spending, Starting, Growing a Family by Vida Jatulis

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We have all heard the flight attendant’s warnings…put your mask on before your child’s! Likewise, you want to make sure that you are saving for your future retirement before you start to save for your children’s future. I always like to point out that there...

21 Aug Grandparents Can Help Fund College Expenses

Posted at 14:16h in Education, Retirement by Jim Ludwick

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Early in my career as a fee-only financial planner, my mentor Sheryl Garrett, founder of the hourly planner Garrett Planning Network, told me of a new way for parents, or grandparents to fund college while motivating the student to work hard and get good grades....

31 Aug Late stage college funding

Posted at 14:42h in Education, Money Date, Starting, Growing a Family, Taxes by Anna Sergunina

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What is the Money Date? A weekly time to check in. 3 things we review and update:  1. Spending  2. Earning  3. Savings So, your kids are ready to go to college and you need to figure out how to pay for it. If you haven’t...

02 Aug Saving for College: Three Reasons to Start Early

Posted at 10:58h in Education, Money Date, Saving/Spending, Starting, Growing a Family by Anna Sergunina

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What is the Money Date? A weekly time to check in. 3 things we review and update:  1. Spending  2. Earning  3. Savings Expectant parents have a million things on their mind, including baby names, nursery décor, and childcare arrangements. But how many are thinking about...

09 May 2018 Advice to High School and College Grads

Posted at 14:33h in A New Start, Money in Your 20s, Saving/Spending by Jim Ludwick

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It’s that time of year for high school and college graduates – a new phase awaits. Congratulations! It’s called a job. (I’m not discounting taking a year off, but don’t tell your parents I said that.) Transition to the workplace is one of the most...

29 Aug Paying for College by Thinking Outside the Box

Posted at 09:59h in A New Start, Education, Money in Your 20s by Jim Ludwick

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Savings, Loans, Grants, Scholarships and Work, the five usual ways to pay for a college education. Work means the student supports themselves full time and pays for some or all of college. But are there some different ways to pay for tuition, books, room and...

15 Aug Sad to Glad: Helping Kids with College Expenses

Posted at 08:50h in Education, Near Or Entering Retirement by Jim Ludwick

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Recently, another financial blogger I follow, headlined that the kids were on their own when it comes to college, and saving for retirement was her priority. I guess the children didn’t come in at priority 2 or lower when reading her posting. I was sad...

07 Aug The Worst Ways to Pay for College

Posted at 09:04h in Education, Starting, Growing a Family by Jim Ludwick

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Paying for a college education is daunting. Unless you’re able to catch a free ride at a military academy and pledge your life for six or so years of duty to country, then funding education becomes an onerous task for parents and students alike. The...