December 6

How to Turn Your Mortgage Into a College Savings Plan

A “529 Plan” is a popular education savings plan designed to save money for college expenses. Operated by an educational institution or by a state agency, they offer the benefit of tax deferred investment growth much like a retirement plan. Additionally, withdrawals for qualified educational expenses are tax-free. Finally, even though your contributions are not.

November 23

The Financial Benefits of Downsizing Your Home

I work with clients young and old to downsize their homes. While most of them are seeking the same financial benefits, some of them identified other reasons to move. Here is a quick rundown of the benefits of downsizing, a new twist to it, as well as a few mistakes to avoid. The top 5.