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Category: Education Funding

04Jun

What's In a Comprehensive Financial Plan

Posted by Bledsoellcon June 4, 2019in Budgeting, Education Funding, Insurance, Investing, Retirement, Saving, Taxes

Are you on the right financial path? When will you be able to retire and what financial adjustments would be advisable for you to reach your goals? Our comprehensive financial plan reviews multiple aspects of your current finances and your…

Read More What's In a Comprehensive Financial Plan

17May

Using a ROTH IRA for Educational Expenses

Posted by Bledsoellcon May 17, 2019in Education Funding, Retirement

If you withdraw earnings from a Roth IRA before you’re 59 1/2 (or even if you are 59 1/2 or older but you haven’t held the account for five years including conversions), you will pay taxes at your ordinary income…

Read More Using a ROTH IRA for Educational Expenses

28Jun

The Downside of Student Loan Forgiveness Programs

Posted by Bledsoellcon June 28, 2018in Education Funding, Taxes

Borrowers participating in Federal Loan forgiveness programs have a big tax liability waiting at the end of the term, any remaining balance would be forgiven but taxable. Under federal tax rules, that disappearing debt is considered part of a borrower’s…

Read More The Downside of Student Loan Forgiveness Programs

28Jul

Factoring a gap year into college savings

Posted by Bledsoellcon July 28, 2017in Education Funding

I recently had a parent ask me if their child’s 529 college savings account money could be used to help pay for gap-year expenses. Here’s the short answer: Maybe. If you’re hoping to use your child’s 529 account to pay…

Read More Factoring a gap year into college savings

29Sep

Parents: Get your finances ready for the FAFSA

Posted by Bledsoellcon September 29, 2016in Education Funding

Parents of high school seniors still have a few last-minute opportunities to maximize their college-bound student's chances at financial aid. Families can file the Free Application for Federal Student Aid (FAFSA), which is the form that determines your family's eligibility…

Read More Parents: Get your finances ready for the FAFSA

15Apr

How to Win at Getting College Financial Aid

Posted by Bledsoellcon April 15, 2016in Education Funding

Want to boost your chances for college financial aid? Start early — as in, before your child's sophomore year of high school. Until your child is a high school senior, you don't have to tangle with the Free Application for…

Read More How to Win at Getting College Financial Aid

17Mar

Savings Fundamentals

Posted by Bledsoellcon March 17, 2016in Education Funding, Investing, Saving

Here’s how to prioritize goals to make saving be more effective: Contribute to your company’s retirement plan up to the maximum employer match. Even if money is tight and you have multiple priorities, make it your first goal to contribute…

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01Feb

New Benefits for 529 Plans

Posted by Bledsoellcon February 1, 2016in Education Funding, Saving

On December 18, 2015, Congress approved the “Protecting Americans from Tax Hikes (PATH) Act of 2015”, which includes provisions that impact 529 plans. President Barack Obama signed the bill into law the same day. Computers Previously, 529 rules treated computers…

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08Jan

Overfunded College 529 plan? No Problem!

Posted by Bledsoellcon January 8, 2016in Education Funding, Saving

­ While most Americans have made little if any progress in their college savings goals, others have a more enviable dilemma of potentially running past the finish line. Still others have found that their children aren’t choosing the collegiate path.…

Read More Overfunded College 529 plan? No Problem!

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