Taming The High Cost of College
Late Stage College Planning
When you’re investing in a 529 college savings plan, it’s important to understand the advanced strategies you can use to potentially maximize your savings growth, take advantage of tax benefits, and protect your investment. In this episode of the Taming the High Cost of College Podcast, John Munley and I wrap up our four-episode series on 529 plans with a great discussion of how you can take your savings strategies to the next level. Listen Now…
529 college savings plans are one of the most popular ways to save and grow money for college. But they’re not the only option. In this episode of the Taming the High Cost of College Podcast, John Munley and I talk about 529 plans and other investment options, the pros and cons of each, and some of the best strategies you can use to potentially maximize benefits for your student and family. Listen Now…
If you’re using a 529 plan to save and grow money for college, it’s important to understand your 529 plan investment options. Knowing each type of investment, how it works, and its benefits can help you potentially maximize your tax-free earnings and your college savings. Here’s what you need to know. Listen Now…
If you’re a parent or family member who wants to help save money for future college expenses, a 529 savings plan is one of best ways to do it. In this episode, I’m joined by John Munley, a fellow financial advisor and college funding specialist, to discuss 529 plans, how they work, and why they’re such a great option to help virtually any family save, grow and maximize money for college. Listen Now…
Patricia Roberts is a former college student who had to borrow thousands of dollars in student loans to help her pay for school. But once she became a parent, she didn’t want her daughter to suffer through the same struggle. She used a 529 plan to save and invest money for college tax-free, and her daughter graduated college with zero debt. Along the way, Patricia became an expert in 529 plans and founded a company and platform that helps parents learn about them and make their own 529 investments. Listen to my interview with Patricia to learn more about 529 plans and why they’re such a great option. Listen Now…
