Client Center

Education Funding

Is College Tuition Inflation Really Starting to Slow Down?

In a recent NPR interview, Josh Mitchell of the Wall Street Journal argued that the cost of college, though still […]

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Tips for Tapping 529s

Given the tax benefits of 529 accounts, we generally recommend them to clients as the preferred vehicle through which to […]

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Recent FAFSA Changes Hasten the College Financial Aid Process

Last week, President Obama announced two changes to the process for submitting the Free Application for Federal Student Aid (FAFSA).  […]

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College Savings: Pros and Cons of Using a Roth IRA

In prior posts, we have mentioned the benefits of using 529 accounts for college savings. The primary advantages are that […]

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College Funding: How Much Is Enough?

While we discussed some of our reasons for using 529 accounts for college savings in “8 Steps to Opening a […]

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8 Steps to Opening a Virginia 529 Account

For clients in Virginia with school-age kids (or younger), we strongly recommend the Virginia 529 inVEST account as a means […]

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