How to Save $10,000 on College Expenses

By Ian Aguilar, CFP® The American Opportunity Tax Credit, or AOTC, allows for people to receive a maximum annual credit on their taxes of $2,500 per eligible student. This means the government is willing to grant ten thousand dollars (over four years) of tax credits to every qualifying student. If you have three kids, this …

A Personal Solution to a National Problem

It is no secret that college students today are graduating with unprecedented levels of student loan debt. According to Forbes, the total student loan debt currently sits at just over $1.3 trillion, with the average student from the Class of 2016 holding $37,172 of that debt. With no clear signs of tuition rates stabilizing in …

What is Your Plan for the Future?

We all think about what we want for ourselves in retirement, in our careers, or even where we want to live. There are many things one can do to help get themselves there; however, many of us do not know where to start. This is why everyone needs a financial plan. Whether planning how long …