Tags » 529 Plan

Financial Independence Progress Report for December 2015

12/25/2015 Emergency Fund ($72K) 100.0% 100.0% College Fund (80K) 38.05% 38.08% Passive Income Streams ($4000 pm) $297.68 pm (12/2014)% 385 more words
Financial Independence

Tis the Season to Start Saving for College

With the holidays in full swing Vic has a gift idea for all parents (and/or aunts, uncles, godparents) of little ones. No, it’s nothing as cool as a Playstation 4, iPad Pro, or a Kylo Ren lightsaber. 913 more words


The 529 Savings Plan: A tax-smart way to fund college expenses

If you are saving for college, consider a Section 529 plan. Although contributions are not deductible for federal purposes, plan assets can grow tax-deferred. (Some states do offer tax incentives for contributing.) 172 more words


5 Things You Can Do Now to Increase Your Tax Refund

Happy Finance Friday!  (Emphasis on the Friday)

I know what you’re thinking.  The topic of this post pains me as well.  I can’t believe tax season is right around the corner.   438 more words


Dividend Investor Spotlight: DivHut

Hi all!

I know it’s seemed like a while, but Daddy had a job transition requiring a rollover of my 401(k) and with that kind of money, I had to focus. 354 more words

Income Reports

529 Plans Help Save for College Expenses

The following Family & Consumer Sciences article printed in the September 24, 2015 edition of the Oldham Era.

529 Plans Help Save for College Expenses… 493 more words


Retire Before Children Head Off To College?

Well, it looks like “the Boy” – our seventeen year-old son is set for where he wants to go to college. I’ve written before on the… 747 more words

Have A Plan