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C.A.R.E. Asset Management & Strategies, Inc.
John A. Epeneter, PC

Helping clients achieve financial security for life

College Funding Articles

Written by John A. Epeneter, CPA/PFS, CFP®, CFS, CCPS, owner of C.A.R.E. Asset Management and Strategies, Inc.     An accounting firm and a fee-only financial advisory/wealth management firm in pursuit of value for businesses, startup companies, nonprofits, and individuals with the responsiveness, timeliness, persistent personal attention, and caring you’d expect from a proactive firm, your one-stop shop for all your financial needs. 

 

graduating college students
529 College Savings Plans
Coverdell Education Services
Child Education Debt
Educational IRA Planning
Employer Financed College Tuition Plan Tax Savings
The Pitfalls of 529 Plans
Independent Student Status
Hiring the Child

© John A. Epeneter.CPA/PFS, CFP®, CFS, CCPS.   All rights reserved.
3 Russell Avenue, Maynard, Massachusetts 01754  info@johnecpa.com  Voice: 978-897-0741   FAX:  978-897-1055

CFP®  and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP®, Board's initial and ongoing certification requirements.  CARE Asset Management and Strategies, Inc. is a registered investment advisor in the state of Massachusetts. 

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