8 secrets advisers used to pay for their kids’ college

Pre-paid tuition programs Sheila Padden, Padden Financial Planning, as quoted in Investment News: Ms. Padden funded 17 years of private college costs using a combination of pre-paid tuition plans, namely the Private College 529, traditional 529 savings plans, and custodial accounts, like those allowed under the Uniform Transfers to Minors Act. Her youngest is in medical… [Continue]

Difficult Choices: What I Didn’t Learn in Audit Class

My first day on the job turned out to be quite eventful. Just how eventful – pivotal even – unfolded over time. I was a rookie auditor at a client doing an audit test that wasn’t working out. Did I misunderstand the test or is there a problem here? I wasn’t quite sure. I did… [Continue]