Author: Jane Mepham, CFP®

Financial_literacy_cost_sharing

Teaching Kids About Money – The Cost Sharing Plan

April is financial literacy month – it’s a great time to teach kids how money works. One method is to use the “cost sharing plan”.

This is how my parents used the plan with us, and considering that I’m using it with my kids today, I have to admit it worked!

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H-1B Visa and 529 Accounts

529 Plan for H-1B Visa Holders

Can an H-1B Visa holder open a 529 college savings account for college?. Is it legal and are there any tax consequences to keep in mind, considering the holder’s immigration status?

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