The ‘Financial Mixtapes’ are topical collections of articles, crafted with thought & care, like an old mixtape cassette. Click on the song titles below to access each article.
The College Planning Mix
- ‘9 to 5’ – Dolly Parton
Parents working 9 to 5 should be funding a 529! Check out this article for important facts about the 529 Plans offered by the state of Connecticut.
- ‘Seven Steps to Heaven’ – Victor Feldman & Miles Davis
Seven key benefits of 529 Plans.
- ‘With A Little Help From My Friends’ – The Beatles
Taking advantage of these federal tax incentives will help to make your child’s education more affordable.
- ‘My Mistake’ – Marvin Gaye & Diana Ross
Here are some costly mistakes to avoid while saving for college.
- ‘People Get Ready’ – Curtis Mayfield
Plenty of college preparation tips, checklists and resources can be found at the above link. Content is divided in two lists: ‘Parent Action Plan’ and ‘Paying for College.’
Adam Scherer is a Wealth Advisor at WMGNA, LLC, specializing in New & Growing Families, Small Businesses, Education and the Arts
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