Tag: College Planning


7 Key Tax Questions About Paying off Student Loan Debt

Our Wealth Advisor Catalina Franco-Cicero, MS, CFP®, CTS™ was recently quoted in Financial Planning, sharing her thoughts on paying off student loan debt. The article sheds light on the often misunderstood concept of student loan forgiveness after 20 to 25 years in a repayment plan, which can lead many individuals to believe that they can simply […]

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529 Plans & Other College Savings Options

Why is college planning more important today than ever before and what are the advantages of  having a college plan? The earlier you start planning the better. Planning early can help spare  your children and grandchildren the burden of student debt.  Recently, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® shared her insights about  college savings […]

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The True Financial Cost of Having Children

If you have children or are considering it in the future, then you probably know that it can be a hefty investment. In fact, couples in the US can expect to spend between $12,350 and $14,000 a year to raise a child. The lifetime cost of raising a child ranges from $174,690 to $372,210, and […]

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Financial Tips for College Students

With the average tuition and board in the United States ringing in at about $20,000 a year for a public institution and almost $46,000 a year for a moderately priced private university, capitalizing on the college experience shouldn’t include building a debt larger than necessary. In fact, as a young adult this may be the […]

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Education Saving Strategies

Whether your children are still in diapers or getting ready to start middle school, the sooner you start saving for their futures, the more prepared you’ll be when the time comes for them to head off to go to college. Parents go to great lengths to pay for their children’s education, often sacrificing their own […]

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