College Funding

[Video] When to Incorporate? Credit Protection

September 14, 2020

[Video] When to Incorporate? Credit Protection| When lots of people think about incorporating their business they tend to think of the tax advantages they may get instead of the liability protections. That’s actually what I want to encourage you to think about today.

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[Video] Custodial Accounts: Non Tax Advantaged Savings Account

August 24, 2020

[Video] Custodial Accounts: Non Tax Advantaged Savings Account | Maybe you’re trying to plan for your child’s future and all the options you look at help you cover college expenses but you just want to save for their future, not only college. You understand that there are tax benefits to saving in college savings accounts, but you want flexibility for how the funds will be used.

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CARES Act: Student Loan Borrower Relief

March 31, 2020

CARES Act: Student Loan Borrower Relief   Background:  Along with the goal of the CARES Act putting money into the pockets of Americans, there is also help for them to keep more money in their pockets.     Timing: You can reach out to your student loan lender immediately to learn what you need to do in order…

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[Video] Should You Refinance Your Student Loans? [Federal vs Private Loans]

February 20, 2020

MICHELLE SMALENBERGER, CFP® & ROBERT STOLL, CFA® & CFP Should You Refinance Your Student Loans? [Federal vs Private Loans] So a lot of attention is paid to saving for college and paying for it, but what if you went to college and graduated and have student loans outstanding? What can you do? Well, we’re going to…

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Illinois Is #1 For A Change In College Savings – In A Good Way!

October 24, 2019

Illinois Is #1 For A Change In College Savings – In A Good Way! The State of Illinois isn’t making many “Top Ten” lists that are positive these days. But there is one Bright spot (pun intended): The Gold ranking of the Bright Start College Savings 529 program as rated by Morningstar. Most states sponsor…

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[Video] Investing in a 529 College Savings Plan

October 5, 2019

[Video] Investing in a 529 College Savings Plan MICHELLE SMALENBERGER & ROBERT STOLL, CFP & CFA ® [Length: 3 Minute Video] We’ve been talking the last few weeks about saving for your child’s education or filing for student aid. If that’s a part of paying for your child’s college, consider the 529 college savings plan.…

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