by Savvy Ladies | Apr 16, 2020 | Blog, Family Finances, Knowledge Center
by Ann Garcia Currently two tax credits exist to help defray higher education expenses, the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit. Each is slightly different but for most families, the AOTC is the most beneficial. . Eligibility is...
by Savvy Ladies | Apr 16, 2020 | Blog, Family Finances, Knowledge Center
by Ann Garcia Last week, the Department of Education released the FAFSA Formula Guide for the coming FAFSA. Before I give you that link, I want to share some basics about the FAFSA. I’ll also break out each section of it in depth in the coming weeks– hopefully before...
by Savvy Ladies | Mar 26, 2020 | Blog, Family Finances, Retirement
by Ann GarciaPerhaps the most frequently asked question we get is how to balance saving for retirement and college. And I can’t answer that in a blog post because the right way to balance depends on your specific circumstances. We have told clients to pause retirement...
by Savvy Ladies | Mar 12, 2020 | Blog, Family Finances
by Ann Garcia1. Have you talked with your parents about how much they’re willing to pay for college?Most families finance college through a combination of savings, cash flow and borrowing. A short-cut to how much you can afford is to add ¼ of your college savings, the...
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