Episode #1 – 5 Biggest Financial Mistakes College-Bound Families Make

In case you didn’t know it, college is expensive. It just is. With college costing between $25,000 to $100,000 a year (for most families), mistakes can be quite costly. As a financial planner who specializes in college and student loan analysis, mistakes can cost tens of thousands of dollars. Attending the wrong school for your […]

Connecticut Tax Deductions for 529 Savings

Connecticut Tax Deductions for 529 Savings By Tommy Martin, Financial Advisor To encourage families to save for college, Connecticut offers tax deductions or credits to its residents. For example, Connecticut residents can deduct $5,000 to $10,000 per year per beneficiary for investments made to their CHET 529 account. Connecticut families should consider investing in the […]

The Complete Guide to CHET 529 College Savings Plans

The Complete Guide to CHET 529 College Savings Plans By Tommy Martin, Financial Advisor In February of 2021, the CHET 529 plan changed management from The Hartford Funds to Fidelity Investments. Due to this change in administration, many of the existing CHET 529 plan guides online are no longer accurate.  As a financial advisor who […]