Are you making the most of your child's education fund? Join Paul Sydlansky, CFP® from Lake Road Advisors as he shares expert tips on how parents can best prepare to pay for college using a 529 account. Learn the power of tax-free growth, the benefits of starting...
Blog
Thinking About Your Kids’ College Education? Find Out The ROI Now
College is expensive, to say the least, so it’s important to get the most “bang for your buck” when deciding on higher education. Fortunately, a new study done by Georgetown University’s Center on Education and the Workforce (CEW) ranks 4,500 colleges and universities...
The Two Formative Experiences That Helped Me Grow as an Investor
Who doesn’t like getting insights into the balance sheets and investment portfolios of other people - especially when those other people are successful professionals or financial experts? CEO and co-founder of Ritholtz Wealth Management, Josh Brown, recently compiled...
What Type of Investment Account Is Best for My Kids?
If you’re a parent, you want the best for your children. There’s never an exception to that desire - even when it comes to the type of investment account you should use to help them secure their own financial futures. The fact that you want to choose the optimal...
Should You Supplement Your Traditional 529 with a Private 529 College Plan?
Here’s Why You Need to Think About the ROI of Education
Everyone knows that College costs have been skyrocketing over the last 30 years. The College Board reports a 213 percent increase in public college tuition rates and a 129 percent increase in private college rates from 1988 to 2018.[i] For many Gen Xers like myself...
Why Your Child’s 529 Plan Should Be Direct
The 529 State Plan as a Vehicle for College Savings With the cost of higher education rising steadily over the past few decades, more and more families are opting to use a 529 state plan to save up the necessary funds for tuition, room, board, and textbooks. In fact,...