What to do with Excess 529 Savings?
Written by: Deborah Cartisser May 29th, also known as “529 Day” is just around the corner so we wanted to update you on some things you can do with excess savings. 529 plans, also called college savings plans, are state sponsored savings plans, offering tax free growth on contributions made to qualifying accounts. Some states […]
Redefining the Role of Money for College Athletes: A Journey of Values and Empowerment
Written by: Maya Keenan-Gallagher It was the fall of 2021 when the Name, Image and Likeness program rolled out in the NCAA. I was 21 years old and a women’s lacrosse player pursuing a degree in finance. Along with my fellow student-athletes, I became increasingly excited that there was even the opportunity for me to […]
The College Conversation
Written by: Deborah Cartisser When it comes to selecting the right college, families should start the discussion with money. With all the choices available, there are different ways to get a degree and the price tags associated with them vary significantly. Too often the funding element is left out of discussion until the end of the […]
Balancing Debt & Savings for Young Professionals
Millennials do things a little differently from the previous generation, and that includes their financial habits. Twelve Points Wealth Management has two quick tips to help Millennials make the right decisions.
A Win-Win for Parents, Grandparents & Students: 529 Plans
There’s been some talk during the current presidential campaign about making public colleges tuition-free. It makes a good soundbite but it’s not going to happen anytime soon. College tuition will remain the second largest personal expense after one’s home.
How Millennials Balance College Debt & Retirement Savings
You’ve heard it many times before: college costs continue to increase while recent grads owe record high amounts in student loans. It truly is a balancing act to be able to pay off all your monthly expenses while still saving for retirement