Graduation season means planning for college costs in the fall. What tax breaks are out there to help you handle that investment in your students future?
Read this piece in our Barney & Pendleton Group newsletter, and then give me a call to get started with your plan.
Samuel Barney
BARNEYANDPENDLETON.COM
Tax Breaks for College Costs
Are you on pace to meet your savings goals? Check out the handy calculator we have to give you a quick sense of how you are doing, and call me to talk about how I can help you plan for the future. http://www.barneyandpendleton.com/learning_center/calculators/savings_goals
Samuel Barney
BARNEYANDPENDLETON.COM
Savings Goals
Starting to think about what tax deductions you are entitled to? Here is a quick summary to read. Now is a good time for us to meet and plan your investment and insurance strategy that helps preserve your income and investments.
BARNEYANDPENDLETON.COM
Tax Deductions
We speak to many families that are thinking about filling out their FAFSA forms this time of year applying for financial aid to help with kids college costs. Here is a quick summary of the many programs available. Barney & Pendleton Group can help you with questions on how to build these costs into your financial plan
BARNEYANDPENDLETON.COM
College Financial Aid
MESSENGER
Barney & Pendleton Group updated their info in the about section.
Sam Barney of Barney & Pendleton Group: Trusted advisor to guide you with investments and insurance
