College Savings Tips from an Expert

College Savings Tips from an Expert

​In working with families who are planning and saving for college, I stress the importance of being prepared. While college preparation becomes more “urgent” for families with older children, parents whose children are years away from college can benefit greatly from...
New Year’s Resolutions for 2021

New Year’s Resolutions for 2021

Hi, I’m Ann Garcia, CFP®, the College Financial Lady. I’m a fee-only, fiduciary financial advisor. I help families plan and finance affordable college education. I’m also a mom to college-aged twins, so I’m right there with you. Has there ever been a year as hotly...
New Year’s Resolutions for 2021

Chatting with the College Financial Lady

I sat down recently with Ann Garcia, the College Financial Lady. We had a great conversation about the importance of early college savings, building a balanced college saving portfolio and exploring all college savings options, including Private College 529 Plan.  Ann...
Waiting Room Reward

Waiting Room Reward

What does flipping through a magazine in a doctor’s office have to do with saving for college? For Brenna DeLaine, a physician herself, it resulted in saving thousands of dollars for her children’s higher education tuition costs.  It was about 16 years ago when Brenna...
From the Beginning

From the Beginning

Andrew Spargo likes his newspapers—the printed version—not the online sites. So he was reading The Wall Street Journal in 2003 when he saw an ad for a new way to save for college, called Independent 529. (It’s now Private College 529 Plan.)  At the time, Andrew and...
Doubly Good College Savings

Doubly Good College Savings

Ken and Trina Weingarten know finances and believe strongly in higher education. They have made saving for their daughters’ (Sofia and Elena) college expenses a high priority since they were young.    The couple has operated Weingarten Associates, a financial and tax...