Legislative Update: Implications of Tax Reform on Education Financial Planning
How does the Tax Cuts and Jobs Act (H.R. 1) change how we save, pay and repay the cost of education?
Uncategorized
State by State Overview of Potential 529 Plan State Tax Benefits on Contributions
This table is designed to help you determine what state income tax deductions and/or credits, if any, are available for those who contribute to a 529 savings plan.
Reader’s Perspective: Question and Answer with Peter D’Arruda, President and Founding Principal of Capital Financial & Insurance LLC
How does this financial firm founder approach college financial planning with his clients?
Congressional Briefing: ABLE by the Numbers
How successful have ABLE accounts grown to date from a market data perspective?
Target Market Analysis: Competition in College Savings Investment Products
What is the total amount of assets invested for college savings in each investment product vehicle?
Reader’s Perspective: Question and Answer with Jeff Dixson, Founder and President of Northwest Financial & Tax Solutions
How does this financial firm founder approach college financial planning with his clients?
3Q 2017 Strategic Insight 529 and ABLE Data Highlights
Here is the latest market data by Strategic Insight that can be used by the media and other organizations, and contact Strategic Insight for more information and commentary on its proprietary data, research, events and digital publications.
Reader’s Perspective: Question and Answer with Jennifer Guimond-Quigley, Owner and Attorney at Law
How does this estate planner and family law attorney help families with college financial planning and educational legacy planning?
Target Market Analysis: Total College Savings Market Sizing
What is the total amount of assets invested for college savings across all investment vehicles?
Reader’s Perspective: Question and Answer with Jonathan Pellegrin, Author of “The Art of Selling the Family Business”
How can advisors help small business owners with college financial planning?
Paul Curley, CFA