Blog
I've moved my blog to Substack! Subscribe below to keep up with me and access exclusive perks, including live discussions with college planning experts, time to ask me anything, and more.
I've moved my blog to Substack! Check out some of my most recent posts below.
Subscribe now to keep up with me and access exclusive perks, including live discussions with college planning experts, time to ask me anything, and more.
Looking for my older blog posts? Check out my full blog archive below.
Blog archive
Dear Tyler & Isabella, Let’s Pick a College
Today’s post is written by a fellow fee-only advisor, Richard Freight, CFP®, EA, of IAM Financial, who is a father of two who will hopefully be college-bound.
Rising Interest Rates and Student Loans
On Wednesday the Fed raised short-term interest rates by 0.25%, with additional rate hikes expected over the course of the year. What does this mean for student loans? Several things.
Tax Time Reporting: 1099 Q
Insights for folks who need to report 1099 q income on your tax return.
Rebalancing 529 Accounts
You can rebalance your 529 plan account twice a year. Just because you can, should you? If you’re in an age-based investment option, you don’t need to rebalance to maintain the correct asset allocation. Learn more…