College Savings and Tax Benefits

December 3, 2025

  Introduction – Total college costs have continued to increase year-over-year, with tuition costs tripling over the last 60 years, even when inflation is considered. According to an annual survey of colleges conducted by CollegeBoard, the 2024-2025 average annual cost for tuition and fees was $11,610 for public in-state students and $29,910 when considering all …

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Financial Planning for Recent College Graduates

June 3, 2025

  What is Financial Planning? Financial planning is a comprehensive and custom process of managing your money to achieve financial security and to meet financial goals. Strategies are implemented to optimize wealth accumulation and minimize your tax liability while implementing risk mitigation strategies to protect your assets and achieve your financial goals. Financial planning considers: …

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