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End-of-Year Planning Strategies to Consider
December is almost here, and my children are already preparing their Christmas lists. These lists seem to get larger every year. Anyway, let’s get right to it and take a look at some planning strategies and pitfalls to avoid before year-end. Maximizing Retirement Plan...
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College Corner – How Do The New Tax Changes Impact College Planning?
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...
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Don’t Be Part of the Student Loan Crisis – Create a College Plan
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...
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How A Divorce Can Impact Your 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....
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Never Pay Sticker Price For College
College selection is an integral part of any college planning strategy. Where will your child fit in best? What should they major in? What financial aid, if any, can they expect to receive? These can be difficult questions to answer for most families without some...
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College Corner – Gifting Appreciated Assets To Children
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...
read moreAbout Tushingham Wealth Strategies
Tushingham Wealth Strategies helps business owners and executives proactively oversee all of their financial affairs by serving as their “Personal CFO” and fiduciary, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, asset management and retirement planning.
About Tushingham Wealth Strategies
Tushingham Wealth Strategies helps business owners and executives proactively oversee all of their financial affairs by serving as their “Personal CFO” and fiduciary, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, asset management and retirement planning.
5351 Old Garden Rd. Wilmington, NC 28403
©2018 Tushingham Wealth Strategies, LLC
5351 Old Garden Rd. Wilmington, NC 28403
©2018 Tushingham Wealth Strategies, LLC
Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina.
