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College Planning


What the One Big Beautiful Bill Tax Law Means for Your Finances in 2025
The One Big Beautiful Bill Act, passed in 2025, brings sweeping changes to the U.S. tax code that could significantly impact your finances. From larger standard deductions and expanded child tax credits to major student loan reforms and updates to 529 plans, this new law touches nearly every aspect of household planning. In this post, I break down what you need to know—and how to prepare for what’s ahead.

Jeff Schlotterbeck, CFP®


The College Grind: 6 College Freshman Money Tips to Start Strong
Starting college? Learn six practical money moves every freshman should make—from budgeting basics to building a professional profile. Set yourself up for success early.

Jeff Schlotterbeck, CFP®


Smart Ways to Get Creative When Preparing for College
College isn’t getting any cheaper—but with a little creativity and planning, you can tackle the cost head-on. From FAFSA tips to scholarship ideas and essay advice, here’s how to make smarter decisions as you (or your student) gear up for the next big step.

Jeff Schlotterbeck, CFP®
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