Blog Posting By Tag: Education Planning

Posted: Aug 27, 2015
When a young family adds a new member, the first few months are laden with a host of complications and new adjustments. But when the dust settles (and the baby is sleeping through the night), there are a few key areas you can address to provide... Read More...
Posted: Jul 28, 2015
The term “robo-advisor” has been getting so much press lately you’d think we were facing the rise of the machines. Images of an “advisor” who looks and sounds like C3PO from Star Wars asking, “When do you plan... Read More...
Posted: May 18, 2015
Over the last few years, we have seen an uptick in clients borrowing against their investment accounts for short-term liquidity needs such as a larger tax payment or a bridge loan to secure a real estate purchase.  The option of a margin loan... Read More...
Posted: Feb 19, 2015
For those who want to pursue inter-generational transfers of wealth to assist their family while they are still living, two rather simple techniques stand out for their general ease and effectiveness; annual exclusion gifts and 529 plan... Read More...
Posted: Feb 04, 2014
The beginning of any new year is a time for resolutions, like eating well, exercising, and flossing regularly. It is also a good time to think strategically about your financial life and, if necessary, resolve to implement a seasonal planning... Read More...
Posted: Dec 12, 2013
Much like the annual visit to the doctor’s office, year end is a good time to review the state of your financial health. Here at Sand Hill Global Advisors, we regularly discuss these topics with clients, as they are important reminders... Read More...
Posted: Nov 18, 2013
As the buzz of activity surrounding schools and universities increases, we’re reminded of the planning required to effectively save for our children’s higher education.  The options currently available to families interested in... Read More...