529 · Education

Playing 529 Catchup (Part 3)

In my last post, I laid out my plan for contributing to my children’s college education and creating incentives for keeping the cost down without sacrificing the quality of their education. My final contribution goal (including a 3% inflation) came to $299,901. That’s significantly smaller than the original number of $413,264, but still pretty high.… Continue reading Playing 529 Catchup (Part 3)

Personal Finances

Year End Financial Chores – 2020 Edition

It’s the end of another year. Here are some end-of-year financial “chores” that you might consider as we close out 2020 and head into 2021. Adjust W2 Withholdings I track my expected tax burden in a custom spreadsheet and tailor my withholdings to be as close to zero as possible. I’m okay with underwithholding, but… Continue reading Year End Financial Chores – 2020 Edition