College
Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

It sounds too good to be true. And it is too good to be true… unless you know the ins and outs of the college funding system and you pick up a few tips from us on how to use your household cash.

It’s not too late!

Our College Financial Planning Services can help you…

  • learn how to gain financial aid even if you don’t qualify for need-based money.
  • use the IRS to pay for up to $9,000 of your student’s money for college.
  • learn that private colleges can be just as affordable as state colleges, even when the initial tuition amount is more than twice as much.
  • earn money while searching for money to pay for college.
  • pay for college, save thousands toward retirement, and pay off your mortgage in record time!

College is an investment in your child’s future. It may be tempting to take the loans that are offered in abundance to pay for this critical investment in your child, but loans are not the only option.

Ask to speak to one of our College Financial Planning Specialists for information that could be valuable to your future, as well as that of your child.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Using KPI’s For Your MARKETINGCITY Business

Being able to reasonably forecast upcoming problems has become an essential skill for MARKETINGCITY business owners -- but too many are flying blind, or doing "bank balance accounting". Can we help you fix this? Using KPI's For Your MARKETINGCITY Business "It is...

What To Try When Your MARKETINGCITY Business’ Receivables Are Slowing Down

One of my favorite things about what we get to do around here is helping our MARKETINGCITY clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what we...

Use These Financial Reports For Business Decisions By BUSINESSNAME

How do you make financial decisions for your MARKETINGCITY business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of...

Struggling MARKETINGCITY Businesses Should Be Careful With Price Reductions

If you're struggling in your MARKETINGCITY business, and not getting the traction you need, I have a quick thought for you today. Struggling MARKETINGCITY Businesses Should Be Careful With Price Reductions “Despite your best efforts, not everyone wants to be helped....

Measuring Key Numbers In Your MARKETINGCITY Business And Developing Accountability

During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit City CompUSA Sears HotJobs Yahoo VoiceStream Wireless Gateway Computers The...

5 Business Mistakes That Can Be Fatal By BUSINESSNAME

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Passing Down Your MARKETINGCITY Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher Mike Tyson once said: everyone has a plan until they get punched in the face. What is your plan for exiting your MARKETINGCITY family business? You need...

A Few Helpful Tips for MARKETINGCITY Businesses to Win at Controlling Costs

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest MARKETINGCITY...

Expense Reimbursement vs Company Credit Cards: What MARKETINGCITY Business Owners Need to Decide

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc. or using a company cc. Oh my MARKETINGCITY readers, I'm going to take you down a little rabbit hole...

Effective Financial Documentation Strategies for MARKETINGCITY Taxpayers

Today’s topic has the benefit of ensuring your MARKETINGCITY "financial fortress" is as airtight as it can possibly be, which has its own advantages. Ah, the wonders of financial documentation... Effective Financial Documentation Strategies For MARKETINGCITY Taxpayers...