Date: July 2018
3 posts in July 2018
A Parent-Child Conversation About College Costs
July 30, 2018
If you’re the parent of a high school student who’s looking ahead to college, it’s important to have a grown-up conversation with your child about college costs. A frank discussion can help both of you get on the same page, optimize the college search process, and avoid getting blindsided by large college bills. An initial…
Building Confidence in Your Strategy for Retirement
July 30, 2018
Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. In 2018, as in years past, retirees expressed a higher level of confidence than today’s workers (perhaps because “retirement” is less of an abstract concept to those actually living it)….
Tax Benefits of Homeownership After Tax Reform
July 30, 2018
Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable. There may also be tax benefits under state law. Mortgage interest deduction One of the most important tax benefits of owning a home is that you may be…