Posts Tagged ‘college’


Coverdells VS. 529 Plans – 2011 Update

Icon Provided by Joseph Regenstein IV, CMFC on December 9, 2011

There is more than one way to save for college. Today, some parents are wondering if they should convert Coverdell Education Savings Accounts to 529 college savings plans. With that mind, here is a brief look at how both of these accounts work. Why were Coverdell ESAs so popular in the past decade? Imagine a [...]

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Paying for College While Saving for Retirement

Icon Provided by Joseph Regenstein IV, CMFC on October 11, 2011

These two objectives are not mutually exclusive. It can be done. All across America, families are meeting a mighty financial challenge – the challenge of paying college costs with retirement potentially on the horizon. How do they do it? They go about it consistently; they also get creative. First, make sure the priorities are in [...]

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