College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

It sounds too good to be true. And it is too good to be true… unless you know the ins and outs of the college funding system and you pick up a few tips from us on how to use your household cash.

It’s not too late!

Our College Financial Planning Services can help you…

  • Learn how to gain financial aid even if you don’t qualify for need-based money.
  • Use the IRS to pay for up to $9,000 of your student’s money for college.
  • Learn that private colleges can be just as affordable as state colleges, even when the initial tuition amount is more than twice as much.
  • Earn money while searching for money to pay for college.
  • Pay for college, save thousands toward retirement, and pay off your mortgage in record time!

College is an investment in your child’s future. It may be tempting to take the loans that are offered in abundance to pay for this critical investment in your child, but loans are not the only option.

Ask to speak to one of our College Financial Planning Specialists for information that could be valuable to your future, as well as that of your child.

Let Us Help:

Mark Perlberg CPA PLLC’s Fighting Inflation Series: Taking Out a Business Loan

Today I want to start a series on how small businesses like yours can fight inflation. Because I know that’s one of the top concerns for businesses across the country right now. But I’d also like to know…How’s your business faring? I’m genuinely interested in how...

Why is Account Reconciling important?

Time to discuss everyone’s favorite topic: BANK RECONCILIATION! Reconciling is a fundamental accounting process to maintaining accurate, compliant and complete records. in fact, we will not accept clients’ unreconciled records. Reconciliations ensures that money...

The Word on Payment Methods for Atlanta Businesses

…payment methods!Try to come up with one thing that’s more important to your Atlanta business than taking in revenue smoothly. Yeah, I couldn’t, either.And making sure that revenue is coming in becomes almost an obsession when you’re feeling the squeeze of...

Alleviating Cash Flow Management Pains for Atlanta Businesses

Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your Atlanta small business. But, some think...

An Accounting Methods Rundown for Atlanta Businesses

Before I get into accounting methods basics today (a subject near to my heart) ... I hope you were able to get in on some Memorial Day activities this past weekend (though I know some Atlanta business owners are in the thick of things during this commemorative...

Why Should Atlanta Businesses Care About FASB and GAAP?

  Yes, inflation isn't slowing down, even here in Atlanta.Though it's not the main thing I'll be writing about today, I did want to point out this economic elephant in the room for my Fulton County business owner readers and clients, and not just speed...

Making the Most of Your Atlanta Business’s P/L Statement

In the arena of not-so-good news, along with so many other things these days, there’s a lot of chatter about a possible recession on the horizon. Just when you thought things might be looking up… Inflationary insults to injury for Atlanta business owners.These...

Mark Perlberg CPA PLLC’s Guide to the Profit and Loss Statement

As a small business owner, you’re often preoccupied with all the things that go into running your Atlanta business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that last one,...

Three Financial Statements Atlanta SMBs Need To Get Right

If you’re a successful Atlanta business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is impressive...

Customer Relationship Management Software for Atlanta Businesses

Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us