Updated College Invest First Step and Matching Grant Program Information

Two days ago I wrote about the College Invest Matching Grant Program, which also referenced an earlier post about the First Step Program. As a result of some questions I was asked by readers (thanks!), I dug a little deeper into the terms and conditions and then also called College Invest to confirm some important … Continue reading Updated College Invest First Step and Matching Grant Program Information

Colorado College Invest 529 Matching Grant Program

Read this for updated Info as of 10/6/23 I've written previously about the College Invest First Step Program, which can give you up to $2,600 ($100 bonus plus up to $2,500 in matching contributions) in your 529 program (per child) between birth and age five. If your child(ren) is over age five (and under age … Continue reading Colorado College Invest 529 Matching Grant Program

Switch Your Checking Account to Ally Bank and Get $100

I've written previously about why I think most folks need to look at their checking and savings accounts at their existing bank/credit union. For most people I talk with this about, it's a fairly easy sell to get them to switch their savings account to a high-yield savings account at some place like Ally (currently … Continue reading Switch Your Checking Account to Ally Bank and Get $100

Colorado Property Taxes Are Outrageous! (Outrageously Low)

Property taxes have been a hot topic in Colorado this summer as new valuations came out and they were very high. For example, our house increased in value by 49% since the last valuation two years ago! Like many folks, we appealed, as our house is valued at about 35% higher than we could actually … Continue reading Colorado Property Taxes Are Outrageous! (Outrageously Low)

TL;DR: Financial Literacy for Employees of Florida Public Schools: Optimizing Financial Decisions Based on Your FRS Benefits

I just wanted to share my latest book (written along with Lee Kolbert), this one for employees of Florida Public Schools, focusing on financial literacy and making the most of their FRS pension benefits. Please consider sharing with any educators you know in Florida. This is the latest in the TL;DR Financial Literacy series. If … Continue reading TL;DR: Financial Literacy for Employees of Florida Public Schools: Optimizing Financial Decisions Based on Your FRS Benefits

New Round of Colorado Temporary Educator Loan Forgiveness Opens September 1st

I've written previously about Colorado's two educator loan forgiveness programs (these are in addition to the federal loan forgiveness). One of those programs, the Temporary Educator Loan Forgiveness Program is about to open up for another round of applications on September 1st, 2023. Note: Even if you've received this forgiveness before, you can apply again.) … Continue reading New Round of Colorado Temporary Educator Loan Forgiveness Opens September 1st