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Specializing in financial planning for families
College
How to Save the Most on Your Taxes When Paying for College
Paying for college is expensive. The tax code softens the blow — if you know which credits and deductions to use. A clear guide to the American Opportunity Credit, Lifetime Learning Credit, student loan interest deduction, and how to choose between them.
mkostelnik13
Jun 7, 20232 min read
What Type of Student Do You Have?
Not every student is the same — and neither is the financial aid they'll be offered. Understanding where your student falls on the academic and financial spectrum is the key to knowing which colleges will give you the best package. A short video introduction.
mkostelnik13
Jul 27, 20221 min read
The Three Phases of College Planning
What you should be doing to prepare for college depends entirely on your child's age. From young kids to juniors and seniors, each phase has its own priorities — and different levers you can pull. A short video walkthrough.
mkostelnik13
Jul 26, 20221 min read
Saving For College – I Am Starting Late, What do I do?
<p>I understand the guilt of not saving for college. For […]</p>
mkostelnik13
Jun 27, 20192 min read
529 Plans; What If We Do Not Use the Money?
<p>The 529 Plan is a great way to save for […]</p>
mkostelnik13
Jun 19, 20192 min read
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