Blog tagged as College Savings

Saving for Retirement vs Funding Your Children's College Education

10/24/2024 02:11 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Balancing saving for retirement and funding a child’s education can be challenging, requiring thoughtful planning and discussion to address both goals effectively.

The Sandwich Generation: How to Financially Care For You, Your Kids & Your Parents

01/19/2022 08:17 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond. Here are a few things to help ease the financial stress of doing so.

5 Ways to Overcome Financial Stress

01/13/2022 12:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Financial stress is no joke, and the anxiety you feel about your money can be crippling. If you're starting to experience financial stress, try these 5 tips.

College Funding Choices

12/10/2021 08:05 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.

Tax Planning in Turbulent Times

11/16/2021 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know?

Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning

09/02/2021 11:15 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves, but it's possible to weave each event into the tax-planning fabric of your financial life.

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

08/31/2021 11:05 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The particulars may evolve, but it seems there are always an array of tax breaks to encourage us to save toward our major life goals—such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer.

Are Higher Ed Expenses Tax Deductible? A Quick Reminder for Parents

08/18/2021 10:06 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.

Back to School: 5 College Planning Mistakes to Avoid

08/17/2021 10:02 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

What a Financial Planner Can Do For You

10/12/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Financial planner. Financial advisor. Investment advisor. Investment manager. You may be wondering what they are and how they’re different. And most of all, you may be wondering what they can do for you and if you should have one.