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529 College Savings Accounts

529 College Savings Accounts encourage saving for future higher education costs—as long as they are qualified expenses—while providing tax advantages. Curious about what is a qualified education expense? Here are a few common college expenses that are covered and a few that are not covered:1 Covered Tuition and fees Books and supplies Computer, software and…

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Starting a Young Child’s College Fund

It is never too early to start saving for college. Everyone wants their child to succeed and have the best education possible. However, college is expensive, and the costs continue to rise. In fact, college costs have exceeded the inflation rate for the past decade. Assuming an annual increase in tuition and fees of 6%,…

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Should You Bank on an Athletic Scholarship?

Many young athletes dream of one day playing their sport at the college level. However, it is very difficult to make an NCAA team, and winning a full athletic scholarship proves to be even harder. Using lacrosse as a representative example, only about 12% of athletes playing at the high school level continued to play…

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Generations

What to Consider When Funding a Grandchild’s 529 Plan

More grandparents are stepping up to help with their grandchildren’s college tuition. In fact, an AARP survey found that 20% of grandparents had given money to help their grandchildren pay for college.* In addition to helping your grandchildren pay for college, 529 plans can reduce your taxable estate and may provide a deduction for state…

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You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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