College Planning Archives - Unique Financial Advisors

Planning Your Finances When You’re in the Sandwich Generation

by Vid Ponnapalli | Jun 2, 2023 | College Planning, Retirement Planning, Wealth Management

Planning Your Finances When You’re in the Sandwich Generation Everyone likes a good sammie – they can be delicious and convenient. But when you’re the filling, it’s a different story. A recent survey by the Pew Research Center found that more than 50% of...

The ABCs of College Planning

by Vid Ponnapalli | Apr 20, 2022 | College Planning

The ABCs of College Planning Depending on how old your kids are, you may have ample time to plan ahead, or graduation is on the horizon and the clock is ticking. Sorting through the process, from 529 plans, to taking out loans, to financial aid from the government or...

Save or Take a Loan for Kids’ College Education?

by Vid Ponnapalli | Nov 23, 2021 | College Planning

Save or Take a Loan for Kids’ College Education? It’s no secret that college is getting more expensive with no signs of slowing down. The average cost of tuition rose 37% from 2009-2019, and in that same period, student loan debt increased 107% to $1.6 trillion,...

529 plans are more attractive due to recent Tax law changes

by Vid Ponnapalli | Feb 11, 2020 | College Planning, Financial Planning

Saving in 529 plans for your children or grandchildren has become more attractive with the recent tax law changes. Today, I will explain two such advantages that you must know if you’re thinking of 529 plans. TCJA allows penalty-free and tax-free...

3 Most Dangerous Myths About College Savings

by Vid Ponnapalli | Jun 21, 2019 | College Planning

Saving for a college education is a primary financial goal for many parents. Yet, I hear several myths about college savings, and if not addressed, some of these myths could be dangerous because they discourage families from achieving their financial goals! For...

College Savings or Retirement: How to choose?

by Vid Ponnapalli | Jul 26, 2018 | College Planning, Retirement Planning

When my wife and I were raising our three children, and busy with our careers, we often discussed where should our surplus money go first: towards our kids’ college savings or to fund our own retirement? Very conflicting Financial Goals indeed! Luckily, the decision...

Planning Your Finances When You’re in the Sandwich Generation

The ABCs of College Planning

Save or Take a Loan for Kids’ College Education?

529 plans are more attractive due to recent Tax law changes

3 Most Dangerous Myths About College Savings

College Savings or Retirement: How to choose?

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