Cambridge university, one of 415 on fafsa.ed.gov's 2018-19 list of 529 plans list of foreign universities

List of Foreign Universities on the US DoE list, for 529 Plans

Posted Leave a commentPosted in Education, Investing, Personal finance

529 plans are one of the best US tax-advantaged vehicles for college savings.  While 529 plans are sponsored by a US state, you do not need to be resident in a state to participate in that state’s 529 plans, nor will investing in a state’s 529 plan limit you to that state’s schools.    In […]

We recommend the Utah 529 plan as one of the best 529 college savings plans for US taxpayers living overseas

Why I recommend Utah as the best 529 plan for US taxpayers living overseas

Posted 1 CommentPosted in Education, Investing, Personal finance

529 plans are a US tax shelter providing 100% tax-free treatment of investment gains if used for qualifying educational expenses.  529 plans are set up by a state, but no matter where you live, you can invest in the 529 plan of any state, and use 529 funds to pay for out-of-state (and even some […]

The Best 529 Plans for Expats can fund four or more years at America's finest universities, including UC Berkeley

Best 529 Plans for Expats in Hong Kong

Posted Leave a commentPosted in Education, Personal finance

529 plans are one of the most tax-efficient ways for US taxpayers to save and invest for college and other higher education fees.  The best 529 plans for expats (which here refers to any US citizen or green card holder living outside the United States, regardless of where you were born) overlap with the best […]

Top Lessons from our May 10th Presentation on Top Schools, Top Universities and Saving/Paying for School

Posted Leave a commentPosted in Education, Events

Last night we had a full board room attending our joint presentation with Top Schools‘ head girl Ruth Benny on paying for international schools in Hong Kong and saving for university education in the US or UK.  We had several good questions covering topics including debentures, 529 plans, in-state vs out-of-state tuition, and when to […]

Top Schools, Top Universities: May 10 Joint Event with HK's Top Educational Consultant Ruth Benny

Posted 1 CommentPosted in Education, Events

Hong Kong schools are competitive and costly, and planning and saving for university for your child can seem just as daunting.  This joint presentation by Top Schools’ Ruth Benny and GFM Asset Management’s Tariq Dennison CFP covers the big investments parents make in education, from choosing the best schools in Hong Kong to planning and […]

College tuition rises now depend more on China than domestic drivers

Posted Leave a commentPosted in Education, Personal finance

For decades, college tuition has risen at a significantly faster pace than the rate of inflation, having roughly tripled in the last 40 years in real terms (that is, even after adjusting for inflation) (Sources: The College Board and NCES).  This post discusses what I believe have been the main drivers of the seemingly rapid rise […]

March 15 2017 College Savings Seminar: Planning and Paying for it

Posted 1 CommentPosted in Events

Sending a child to university is one of the largest big-ticket financial goals for many families.  A 4-year degree at a top college can easily cost over US$200,000 / HK$1,500,000 per child, and this cost has been rising far faster than the overall rate of inflation. Hong Kong based CERTIFIED FINANCIAL PLANNERCM Professional Tariq Dennison […]

Your Financial Life in Hong Kong, Part 4: Saving for Retirement and US College Education from Abroad

Posted Leave a commentPosted in Personal finance

This is part 4 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners (especially US citizens or green card holders) living in or moving to Hong Kong looking to better understand “the system” and better manage their money both in and outside of Hong Kong.  This one […]