Last month,  US Senators Richard Burr and Bob Casey introduced legislation titled The Boost Saving for College Act. A very limited number of bills are called for a vote, but we’re hopeful this bill is both called and passes. It includes four major provisions that would benefit families saving for college: Low- and middle-income families […]

The Wall Street Journal’s latest guide for choosing a Financial Planner puts forward criteria that we wholeheartedly endorse. A quick summary is below, but I strongly encourage you to follow the link for the full article. Hire a CFP®. It’s the gold standard credential in financial planning. Decide if you can (or want to) do […]

Congress passed legislation allowing additional flexibility for qualifying 529 withdrawals. The big inclusion is for computer-related expenses made in the same year that college expenses are incurred. The legislation also allows for a 60-day window to re-contribute funds that were overdrawn similar to the 60-day window for IRAs. The first linked article provides a broad […]