All Financial Advice & Planning Articles

Speech bubble with text: parents and students should talk about money
financial advice & planning

Let’s Talk About Money: 6 Conversations Families Should Have Before College

Nobody really likes talking about finances and budgets, especially when things are tight. Money discussions between parents and their college-bound students navigate several delicate issues. Students may have their heart set on attending their ‘dream’ school. But what if mom and dad just can’t afford the high tuition fees? Should their child give up on …
financial advice & planning

What is the Coverdell ESA College Savings Plan?

The Coverdell ESA Plan is an excellent option for family members who are looking for ways to save for a child’s college education. It works as a long-term investment, where you put some money away every year towards your designated beneficiary’s education. Benefits of the Coverdell ESA Plan The Coverdell ESA (Education Savings Account) Plan …