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Archive for November, 2016

Savings Options for College

Savings Options for College

Q. My twins just had a bat mitzvah and each received approximately $17,000. I want to invest this money for them so it won’t impact their application for financial aid when the time comes. What are the best options? —…

Strategies for Leftover 529 Plan Money

Strategies for Leftover 529 Plan Money

Q. My son graduated from college last year and we had money left in his 529 plan. We expect our daughter to get a full scholarship, so we’re not sure she will need the money, plus, she has her own…