by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 8, 2015 | College Planning
Dont Be Afraid to Negotiate This is the time of year when hundreds of thousands of high-school students tear open their college acceptance letters to find out if theyve been accepted by the schools of their choice. Once the initial excitement wears off comes the hard...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 27, 2015 | Featured
This post is inspired by one of my clients out of San Ramon. One of the first things that you need to do when your child is ready to go to college is help your student create a college budget. Why? He or she will be on their own for the first time and may not realize...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 5, 2014 | Featured
I have a client who for purposes of this article we shall call Bob. I have known Bob for over 15 years. Approximately 12 years ago Bob and I had a discussion about his young sons college education. Bob was concerned how he was going to pay for it. I proposed a life...
