Tag: education planning

Back-to-School Season is Here

by Gene G. Smith, CPA Smith, CPA | Jul 24, 2013 | Education Planning | 0

Written by: Jeremy Shafer It’s that time of year again! Retail outlets load up on pencils and paper, backpacks, and every school supply under the sun. It’s also a time to revisit a popular financial planning tool – college...

The Error-Proof Portfolio: Avoid These 'Investments' When Saving for Kids

by Gene G. Smith, CPA Smith, CPA | Jun 22, 2011 | Education Planning | 0

Although there are some immutable concepts in the realm of money and investing, such as “buy low and sell high” and “start early,” the best vehicles for achieving various financial goals tend to ebb and...