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An Open Letter to College-Bound Kids

An Open Letter to College-Bound Kids

What your parents want you to know – but are too romantic to tell you! Warning: you’re not gonna like what I’m about to share with you – but you need to hear it.  You may be thinking, ‘my parents – romantic?’  In this case – yes – they are.  You see, this message...
Revisiting the College 529 Plan

Revisiting the College 529 Plan

We are advocates of a plan that is also funded with after-tax dollars, and like the 529 plan, is accessible tax-free. It doesn’t generate a state tax credit, but it also eliminates any FAFSA penalty, and those tend to cancel each other out.

Where our plans really shine is that they are not exposed to market risk, and they can be used for any purpose – college, starting a business, travelling the world, or starting a killer long-term tax-free retirement account.