Blog tagged as UGMA

College Funding Choices

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

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

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