Timothy Herrera January 2, 2019
Everyone knows and loves the feeling they experience when someone gives them a gift. That experience can be further heightened when the gift comes from a parent or grandparent, regardless of the recipient’s age.
May 18, 2018
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's predicted to be trillions of dollars over the coming decades.
January 26, 2018
In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the Lifetime Learning Credit, and the student loan interest deduction.
August 31, 2017
Congress created 529 plans in 1996 in a piece of legislation that had little to do with college — the Small Business Job Protection Act.
Shurdonna Joseph and David Homa August 26, 2017
Congratulations—your child has been accepted into college! As you prepare for this exciting transition, it is likely that you have been saving for some time, and now you are ready to start withdrawing from your college savings account(s).
August 1, 2017
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart—you may be able to reach both goals if you make some smart choices now.
Jessica Landis August 23, 2016
When the college bill comes, what are your next steps?
Marketing Analytics Manager
Vice President & Director of Mutual Funds and ETFs
Vice President & Financial Planner
Senior Financial Planner
Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr
Executive Vice President, President, Private Client Group
Senior Retirement Plan Specialist
Vice President & Senior Estate Planner
Vice President & Head of Wealth Planning
Director of Wealth Management Research
Vice President & Senior Financial Planner
Vice President, Retirement Plan Services Director
To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/