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Life long Baltimore resident, Financial Planner and CPA will share his financial acumen and perspective on tax and personal financial topics of the day.

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Baltimore Financial Examiner's Articles

Showing: Education Planning articles

College board releases new college cost numbers and trends

Every October the College Board releases its college cost trend survey comprised of 3,500 colleges across America. This year's take-away... the...
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Interest rates are low, is it time to consolidate your student loans?

Here's a link to my recent client newsletter on consolidating student loans. We get this question a lot, particularly with our young professional...
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New qualified expenses for qualified tuition programs - 529 Plans

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Here's another tax update brought to you by the "stimulus bill" or American Recovery and Reinvestment Tax Act of 2009. The popularity of...
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Tis the season for college savings plans and 529s

When it comes to saving for college, the 529 Plan is at the forefront of tax-efficient saving. In Maryland, a taxpayer may deduct up to $2,500...
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Should I save for Retirement or College first?

Cookout season is coming to an end and with the school season starting up next week it makes perfect sense to...
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