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College Corner – How Do The New Tax Changes Impact College Planning?

College Corner – How Do The New Tax Changes Impact College Planning?

by Brett Tushingham | Oct 23, 2018 | College Corner

How will the new tax changes impact college planning? Let’s get right to the point, the changes will help many families.  The tax reform changes now allow 529 plan distributions to be used tax-free (federally) for private elementary and secondary school expenses...
Don’t Be Part of the Student Loan Crisis – Create a College Plan

Don’t Be Part of the Student Loan Crisis – Create a College Plan

by Brett Tushingham | Oct 22, 2018 | College Planning

To say that student loans are an issue is an understatement.  Let’s look at a few statistics. Outstanding student loans are nearing 1.6 trillion, second only to mortgages when it comes to consumer debt. Current delinquency rates are over 11% and based on...
How A Divorce Can Impact Your College Planning

How A Divorce Can Impact Your College Planning

by Brett Tushingham | Oct 15, 2018 | College Planning

A divorce or separation can have a dramatic impact on your child’s eligibility for financial aid, and here’s why – some colleges will only consider the income and assets of the custodial parent, while others will include both the custodial and non-custodial parents....
College Corner – How Do The New Tax Changes Impact College Planning?

College Corner – Gifting Appreciated Assets To Children

by Brett Tushingham | Oct 1, 2018 | College Corner, College Planning

Should we gift appreciated assets to our children to help pay for college? As is normally the case with planning, it depends.  You first need to determine if you will qualify for any need-based financial aid.  The formula for determining need-based aid is Cost of...

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About Tushingham Wealth Strategies

As a Certified Financial Planner ™, Tushingham Wealth Strategies acts as a fiduciary for their clients. We specialize in providing retirement planning for physicians and executives. Through our "Personal CFO" service we will help you proactively plan and coordinate your financial affairs, simplify your life, and guide you on your path towards financial independence.

CONTACT US

About Tushingham Wealth Strategies

As a Certified Financial Planner ™, Tushingham Wealth Strategies acts as a fiduciary for their clients.  We specialize in providing retirement planning for physicians and executives.  Through our "Personal CFO" service we will help you proactively plan and coordinate your financial affairs, simplify your life, and guide you on your path towards financial independence.    

CONTACT US
  900 Midnight Channel Road, Wilmington, NC 28403

©2021 Tushingham Wealth Strategies, LLC

  900 Midnight Channel Road, Wilmington, NC 28403

©2021 Tushingham Wealth Strategies, LLC

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Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina.

Discovery Call

Welcome to our Calendar

Discovery Call

Welcome to our Calendar