Posts Archive

Education Planning

Saving for College and Retirement

December 11, 2014
,

What is it? These days it’s not uncommon for parents to postpone starting a family until both spouses are settled in their marriage and careers, often well into their 30s and 40s. Though this financial security can be an advantage, it can also present a dilemma–the need to save for college and retirement at the…

Read More

Repaying Student Loans

November 18, 2014

What is it? When you take out a loan to pay for college or graduate school, you must repay that loan at some future date. If you find yourself in the position of having to budget every month for a student loan payment after graduation, you are not alone. A majority of students now borrow…

Read More

Education Tax Credits and Deductions

November 12, 2014

For parents and students trying to manage college bills and student loan payments, the federal government offers education-related tax benefits. The requirements for each are different, so here’s what you need to know. American Opportunity credit The American Opportunity credit (formerly the Hope credit) is a tax credit available for the first four years of…

Read More

The Joys and Financial Challenges of Parenthood

September 26, 2014

Children are special. There’s nothing like them. They can be our sweetest blessing, as well as our biggest frustration. Most of all, however, they are our greatest responsibility, as well as our most important–and expensive–commitment. Whether you are a first-time parent or a veteran of refereeing sibling squabbles and who-put-the-empty-milk-carton-back-in-the-fridge inquisitions, parenthood can be both…

Read More

Five Key Benefits for Military Families

September 23, 2014
, ,

  Military families face plenty of financial challenges. If you’re saving for college or retirement, buying a home, or wondering how to help secure your family’s financial future, don’t overlook these five important benefits. 1. Thrift Savings Plan Retirement is something you need to plan for, whether it’s far away or just around the corner.…

Read More

529 College Savings Plans

March 18, 2014
, , ,

Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529 college savings plans have revolutionized the world of college savings. As of June 2013, assets in…

Read More

Summer Job Tax Information for Students

June 26, 2013
, , , , ,

IRS Special Edition Tax Tip 2013-10 When summer vacation begins, classroom learning ends for most students. Even so, summer doesn’t have to mean a complete break from learning. Students starting summer jobs have the opportunity to learn some important life lessons. Summer jobs offer students the opportunity to learn about the working world – and…

Read More

Teach Your Children Well: Basic Financial Education

April 4, 2013
, , ,

Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children begin to handle money, start teaching them how to…

Read More

Financial Planning–Helping You See the Big Picture

April 1, 2013
, , , ,

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you reach your goals by…

Read More
Viridian Advisors

Parents and Students: Check Out College Tax Benefits for 2012 and Years Ahead

March 12, 2013
, , , , , ,

*WASHINGTON — The Internal Revenue Service today reminded parents and students that now is a good time to see if they qualify for either of two college education tax credits or any of several other education-related tax benefits. In general, the American opportunity tax credit, lifetime learning credit and tuition and fees deduction are available…

Read More

Get In Touch

Share On Social Media