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College planning

New Tax Law Expands 529 and ABLE Plans

Submitted by Bernhardt Wealth Management on March 19th, 2018

In addition to almost doubling the personal exemption and providing breaks to businesses, the new tax law signed by President Trump in December contains a provision that could be very helpful for parents and grandparents who are trying to fund a child’s education or pay for a disabled child’s care.

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College Planning for High-Net-Worth Parents

Submitted by Bernhardt Wealth Management on May 30th, 2017

Many parents with good financial means already know about 529 plans: the tax-advantaged plans “designed to encourage saving for future college costs,” sometimes known as “qualified tuition plans,” according to the website SEC.gov.

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Saving for College? Don’t Overlook 529 Plans

Submitted by Bernhardt Wealth Management on May 8th, 2017

As tuition costs continue to rise at double the rate of inflation, parents are thinking more and more about how to help children afford college.

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Advice for the College-Bound

Submitted by Bernhardt Wealth Management on August 16th, 2015

It’s that time of year again. Time for parents to pack the car and drive their children off to college. As college costs continue to increase faster than the rate of inflation, many parents will spend more than a quarter of a million dollars on one student’s education.

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Where Are You Going to College?

Submitted by Bernhardt Wealth Management on May 26th, 2013

Be careful when you ask “Where are you going to college?” The answer could be carrying plenty of baggage.

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Financial Aid Tips

Submitted by Bernhardt Wealth Management on March 24th, 2013

A recent article in the Wall Street Journal How Not to Blow it with Financial Aid  by J

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Pomp and Circumstance

Submitted by Bernhardt Wealth Management on May 6th, 2012

It’s graduation season and the job market certainly looks challenging for the college class of 2012. In fact our labor market still limping along unable to fully recover from the recession already has left half of young college graduates either jobless or underemployed in positions that do not utilize their college degrees and knowledge.

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Is a College Degree Worth What It Costs?

Submitted by Bernhardt Wealth Management on September 25th, 2011

PIMCO bond fund legend Bill Gross grabbed the spotlight a few weeks ago when he questioned the value of a college education in today’s economy.

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Does Your College Aid Package Include a Loan?

Submitted by Bernhardt Wealth Management on June 26th, 2011

According to Finaid.org more than $100 billion in federal education loans and $10 billion in private student loans are originated each year. Of course the terms of various loans can vary greatly.

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Is College Worth It?

Submitted by Bernhardt Wealth Management on March 7th, 2011

Here’s a statistic that recently gave me pause:  45 percent of college students demonstrate no significant improvement in a range of skills including critical thinking complex reasoning and writing during their first two years of college.

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