Category: Education Planning / 529s

Are You and Your College-Age Child Prepared for a Medical Emergency? – February 2012 Newsletter

Posted on February 15, 2012 by Elise Sutton

Phil is a 19-year-old college student, who was seriously injured in an automobile accident. His condition is now stable and he’s expected to improve. However, he is not yet able to communicate and some decisions must be made … Continue reading →

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College Costs and Georgia’s HOPE Scholarship: the Good, the Bad and How to Prepare – May 2011 Newsletter

Posted on May 31, 2011 by Elise Sutton

College costs: Watch your wallet.  College graduates saddled with debt.  HOPE won’t end, but it will change.  Recent headlines like these from newspapers and online news sources underscore the rapid increase in higher education costs.  Additionally, benefits have been reduced … Continue reading →

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529 Plans

Posted on January 1, 2011 by Elise Sutton

What is a 529 Plan?
Qualified Tuition Programs (known more commonly as 529 College Savings Plans or “529”) became the college savings vehicle in 2006 when Congress gave them permanent tax-free status for qualified distributions for higher-education expenses. IRS Publication … Continue reading →

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Announcing Redwood Wealth Management – March 2009 Newsletter

Posted on March 10, 2009 by Elise Sutton

Announcing Redwood Wealth Management  
 Our Team of Experts  
When Lane Steinberger joined Raj Chokshi, Shawn Meade, Larren Odom, Brian Huey and Traci Martin to form Redwood Wealth Management, one of the premier wealth management firms in the Southeast was created. 
While … Continue reading →

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