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Teach Plan Retire

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Indianapolis, IN
Teach Plan Retire

We're dedicated to fiduciary financial planning for teaches and their families. Formerly An Exceptional Life Financial and Wealth of Confidence.

06/03/2026

You may qualify for up to a $2,000 education tax credit even beyond traditional college. 🤓

The Lifetime Learning Credit (LLTC) can help offset tuition and required fees for undergrad, grad school, or even courses to build job skills with no limit on how many years you can claim it. 📚

Using a 529 plan too? Coordination matters. You can benefit from both strategies but not on the same expenses. A little planning can go a long way. 💰

🔗 Read the full article here: https://www.savingforcollege.com/article/lifetime-learning-tax-credit

Learn what the Lifetime Learning Tax Credit (LLTC) is and what it allows eligible taxpayers to claim on their annual taxes.

05/30/2026

Good news first: some student loan balances are being forgiven.

The catch? Starting in 2026, student loan forgiveness under Income-Driven Repayment (IDR) Plans may be treated as taxable income again by the IRS. ⚠️

The takeaway: if you (or your child) are on an IDR plan and approaching forgiveness on the 20-25 year timeline, planning ahead matters. There may be steps you can take now to prepare and avoid unnecessary stress later.

🔗 Read the article here: https://www.cnbc.com/2026/02/23/student-loan-forgiveness-irs-bill.html

Student loan holders who get their debt excused in 2026 can expect a hefty tax bill. But there are steps you can take to prepare, and some may not have to pay.

05/27/2026

College funding is shifting ⚠️ Beginning in 2026, federal student loans will look quite different, impacting how families pay for college and how much flexibility they have along the way.

What we’re seeing:
📉 Fewer federal loan options
🔒 New borrowing limits
📊 More pressure on families to plan earlier and more intentionally

These changes make proactive college planning more important than ever, for both students and parents. A clear strategy now can help avoid surprises later ✅

🔗 Learn more here: https://financialaid.tcnj.edu/update-on-federal-loan-changes-beginning-in-2026/

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05/23/2026

Paying children for children under age 13? There are two tax incentives that can help: a Dependent Care Flexible Savings Account (FSA) and the Dependent Care Tax Credit. 👨‍👩‍👧‍👦

For families balancing today’s expenses, knowing which option fits your situation can help keep more money in your pocket. 💵

🔗 Read the full article here: https://smartasset.com/taxes/dependent-care-fsa-vs-dependent-care-tax-credit

Here's how the FSA compares to the tax credit for dependent care when determining which one could benefit you the most come tax time.

05/20/2026

Student loans can feel confusing and overwhelming. 😵‍💫

For educators, knowing how repayment and forgiveness strategies fit into your overall plan can make a big difference.

📘A thoughtful approach can help you manage debt while staying focused on your future.

🔗 Read the article here: https://www.letsmakeaplan.org/financial-topics/articles/debt-management/cracking-the-code-on-student-loan-repayment

Student loan repayment can feel overwhelming. Learn federal repayment plans, IDR and PSLF basics, and when refinancing private loans may help.

05/16/2026

Did your child finish college with money left in a 529 plan? Despite how it may seem, that money isn’t “stuck.” ✅

This article walks through five smart ways to use leftover 529 funds, from helping another family member with education costs to saving for future goals.

Understanding these options can help you stay flexible and make the most of dollars you’ve already set aside. 💡

🔗 https://www.savingforcollege.com/article/5-ways-to-spend-leftover-529-plan-money

Worried about leftover 529 money? Learn what happens to unused 529 funds and discover 6 smart ways to use them — from student loans to Roth IRA rollovers.”

05/13/2026

College costs can feel overwhelming, but the good news is you have options.

Planning for college and retirement doesn’t have to be an either/or decision. 💡

Small, consistent steps today can make a big difference tomorrow, and with the right strategy, you can work toward both with confidence.

🔗 Learn more here: https://www.savingforcollege.com/article/6-ways-you-can-save-for-college

College tuition is pricey, which is why we've put together a guide on the 6 best ways to save for college. Here's what you need to know.

05/09/2026

Talking about money as a family isn’t just about dollars. It’s about understanding, trust, and shared values ❤️

Stronger conversations start when families take time to define what “wealth” and “readiness” really mean to each generation. When there’s clarity, it’s easier for everyone to feel included and engaged.

Consider creating space for learning, mentorship, and emotional support to help build confidence and openness by focusing on connection, not just milestones or transactions.📚✨

🔗 Read more here: https://www.chase.com/personal/investments/learning-and-insights/article/research-on-conversations-between-generations-on-wealth

New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.

05/06/2026

For many families, giving isn’t just about money, it’s about values. ❤️

A Donor‑Advised Fund (DAF) can bring generations together. 🌱 Helping families give intentionally, involve future generations, and create a lasting charitable legacy.🎁

It’s a simple way to stay connected through purpose, even as family roles and stages of life change.

🔗 Learn more here: https://www.ncfp.org/resources-tools/what-are-principal-uses-and-benefits-donor-advised-funds

This report explores how and why donors use donor-advised funds (DAFs).

05/02/2026

Kids aren’t born knowing how money works. They learn it from everyday moments 💬👨‍👩‍👧‍👦

From earning and saving to spending and giving, simple, age‑appropriate conversations can help children build healthy money habits that last a lifetime.

For families, talking openly about money can help raise confident and financially capable adults.

📚 It’s never too late to start, read more below about how to navigate those conversations with your kids today.

🔗 Read the article here: https://marriott.byu.edu/magazine/feature/money-talks-teaching-kids-financial-fluency

Even if your money habits aren’t gold standard, it’s important to talk with your kids—and regularly—about spending, saving, and giving. Here’s how.

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5455 W 86th Street, Ste 205
Indianapolis, IN
46268

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Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

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+13179416492

Website

http://www.teachplanretire.com/

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