Assets that Affect Financial Aid

Melissa Gotfredson / May 6, 2013
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If you are a parent of a high school student who will be going off to college soon, or you are starting college yourself, there’s a good chance you’re thinking about applying for financial aid. According to the National Center for Education Statistics, 66% of all undergraduates received some form of financial aid in 2007—08. […]

Rabbi Trusts: Not Just For Rabbis

Melissa Gotfredson / February 8, 2013
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A rabbi trust is a type of non-qualified deferred compensation plan set up by an employer for the benefit of an employee.  Rabbi trusts get their name from a 1980 IRS private letter ruling that approved the use of these trusts. In that case, a congregation wanted to set up a trust for the benefit […]