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Education Planning

529 plan vs. Roth IRA: Here’s how families can use both to save for college

July 26, 2019
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Article including quotes from Matt Boelter Viridian Financial Advisor and Shareholder. The article was originally published with Bankrate. To read the full article, click here.

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Top 11 Ways to Prevent Fraud and Identity Theft

May 24, 2019
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Almost every day we hear stories from families affected by some form of fraud.  According to the Federal Trade Commission (FTC), identity theft is one of the most commonly reported types of fraud.  Here are some suggestions for staying out of harm’s way, and a few of them might surprise you. 1. Credit Cards are…

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How are you paying for college?

September 12, 2017
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Written by Marcus Dusenbury The Routine This morning started like most mornings do.  My son wakes up first and will sing a short song.  My wife and I are up next and begin quarterbacking the home’s morning routine.  There’s still no peep from my daughter, our resident night owl, until we coax her into consciousness. …

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How can I save for my child's college education?

August 1, 2016
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This is a very broad question that’s difficult to answer without knowing your individual situation. The option(s) you choose will depend on a number of factors: Your need for strategies with tax advantages (some investments and savings vehicles offer special tax advantages if the money is used to pay college expenses) Your certainty that your…

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The Joys and Financial Challenges of Parenthood

July 11, 2016
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Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand–from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place–that someday they will be grown, independent, and ready to move out…

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ABCs of Financial Aid

February 3, 2016
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It’s hard to talk about college without mentioning financial aid. Yet this pairing isn’t a marriage of love, but one of necessity. In many cases, financial aid may be the deciding factor in whether your child attends the college of his or her choice or even attends college at all. That’s why it’s important to…

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Financial Aid 101

February 2, 2016
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Many parents pay for college with a combination of current income, savings, and financial aid. By learning the basics of financial aid, you’ll be able to understand how the aid process works and compare the aid awards your child receives. What is financial aid? Financial aid is money distributed primarily by the federal government and…

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Funding Private Elementary/Secondary School

July 1, 2015
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How can you pay for your child’s private school? Many parents are committed to sending their children to private elementary or secondary school. Yet paying private school tuition can present a compelling cash flow problem. The reason is that, unlike with college or graduate school, there are fewer outside options to reduce your out-of-pocket expenses.…

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Coverdell Education Savings Accounts

February 2, 2015

What is it? A Coverdell education savings account is a tax-advantaged educational savings account that you can establish for a child under the age of 18 (this limit does not apply to beneficiaries with special needs). The child does not need to be your dependent. Contributions to a Coverdell ESA can total up to $2,000…

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529 Prepaid Tuition Plans

January 30, 2015

What is it? A prepaid tuition plan is a type of qualified tuition program (the other type is a college savings plan) established under Section 529 of the Internal Revenue Code. Prepaid tuition plans can be offered either by states (called state-sponsored prepaid plans) or by private colleges (called college-sponsored prepaid plans). State-sponsored prepaid plans…

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