Category Archives: Education

What is a 529 Plan?

A 529 plan is a specialized investment account that was created to help families save for future college expenses. This can be for a traditional 4-year college or university, or even a community college. The tax benefits of these accounts … Continue reading

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IRS Reminds Parents, Students to Explore Education Resources on IRS.gov

The following article was published by the IRS. The Internal Revenue Service today reminded parents and students that there are many tax benefits available to them, and the easiest way to learn more about them is through the education resources … Continue reading

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Learn about Tax Benefits for Education

The following article was published by the IRS. The beginning of the school year is a good time for a reminder of the tax benefits for education. These benefits can help offset qualifying education costs. Here is information about two … Continue reading

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Credit Card Fraud Rising in Online Shopping

The activity of credit card fraud criminals is creeping more and more into the realm of online shopping. While brick and mortar businesses have implemented strong fraud deterrents at the checkout line in recent years, online retailers are left more … Continue reading

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Halloween: Time to Face Your Financial Fears

Halloween is once again upon us.  It’s the one time each year where we get to think of creative ways to playfully scare each other…and ourselves!  Then there’s the rest of the year where fear is something we try everything … Continue reading

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College Student’s Financial Survival Guide

Heading off to college often marks the first time many young adults manage their own finances.  While this may represent a challenge for some, just a few smart steps can help simplify this process. Create a budget for the entire semester … Continue reading

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