Category Archives: college funding

5 Financial Priorities to Make In Your 30’s

You finished college (and probably grad school, law school or medical school), and landed a real job.  That real job has turned into your career, and it’s time to get serious about what you’re doing with your money.  If you have not figured out your financial priorities, here’s how to get started. 1) Cash in […]

Also posted in investing, retirement | Comments closed

What you need to do before year-end

Any minute it will be Halloween, and then Thanksgiving, and then the rest of the holiday season will come and go, and then it’s 2014. Before the year runs out, investors would be wise to consider planning opportunities available to them in areas of charitable giving, deduction planning and tax loss harvesting, among others. Charitable […]

Also posted in investing, retirement, taxes | Leave a comment

Exploiting the Colorado 529 Tax-Deduction Loophole

Colorado’s state-sponsored college savings plans are especially taxpayer-friendly.  The various 529 plans allow for a full Colorado state income tax deduction for contributions made to the plan by state residents, and funds withdrawn for qualified higher education expenses will be free of federal and state income taxes for any investment gains. While 529 plans can […]

Also posted in investing, taxes | Comments closed

A must-read on student debt from the NY Federal Reserve

Donghoon Lee of the New York Federal Reserve is the author of a recent research summary outlining the current state of student debt in the United States.  You can find the report in its entirety here: The research shows what we all know: student loans outstanding are growing, and the growth is not slowing […]

Also posted in economy | Leave a comment