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Brett Tushingham

CFP®, CCFS®, Managing Member & CCO, Tushingham Wealth Strategies
BIO

At Tushingham Wealth Strategies, our goal is to help you proactively oversee all of your financial affairs by serving as your “Personal CFO” and fiduciary, so that you may live your ideal life worry free. As part of our "Personal  

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Financial
Jan 28, 2019

The 3 Most Important Questions Before You Retire

The decision to retire can be a scary one, but it doesn’t have to be.  You need to make sure that you have thoroughly thought things through and have the answers to a number of questions ...

Financial
Jan 21, 2019

It’s Never Too Late to Start Your College Plan

The need for college planning has never been more important. The average cost for a private school is now $35,676 and the rates on Stafford and Parent Plus loans for 2019 have increased to 5.05 perce ...

Financial
Nov 30, 2018

End-of-Year Planning Strategies to Consider

December is almost here, and my children are already preparing their Christmas lists.  These lists seem to get larger every year.  Anyway, let’s get right to it and take a look at s ...

Financial
Oct 15, 2018

Don’t Be Part of the Student Loan Problem

To say that student loans in the U.S. are an issue is an understatement.  Let’s look at a few statistics: Outstanding student loans are nearing 1.6 trillion, second only to mortgages ...

Financial
Sep 26, 2018

Comparing the FAFSA to the CSS Profile College Application

Families of incoming and current college students can submit their financial aid applications for the 2019-20 school year beginning Oct. 1. Before you get started, it’s important to understan ...

Financial
Aug 10, 2018

College Corner: Is it a Bad Idea to Have Assets in my Child’s Name for College Planning?

We’re often asked how to optimize financial aid during our college planning discussions with clients. They have usually read somewhere or been told that it always makes sense to keep assets out ...

Financial
Jul 31, 2018

College Corner - Should I Bother to Complete the FAFSA?

We recently had a prospect ask if it was worth his time to complete the FAFSA.  He makes over $200,000 a year as a physician and has a soon to be 17-year-old applying to colleges. He also has ...

Financial
Jul 6, 2018

How a Divorce Can Impact Your College Planning

A divorce or separation can have a dramatic impact on your child’s eligibility for financial aid, and here’s why – some colleges will only consider the income and assets of the custo ...

Financial
Jun 20, 2018

Never Pay Sticker Price for College

It won’t be long before rising seniors start applying to colleges this fall.  By that time, families should construct a predetermined list of schools based on several factors, one being ...

Financial
Jun 6, 2018

Saving for College with Zero Market Risk: The Private 529 Plan

Outstanding student loan debt is now over $1.5 trillion.  This is second only to mortgages when it comes to household debt. Nearly one quarter of these borrowers are already in default!  ...

Financial
May 9, 2018

Is Private College Really More Expensive than Public?

My boys, Reece and Ryder, love rooting for the Tar Heels and the Fighting Irish.  Reece recently asked me how much it costs to attend both schools. When I told him it was over $70,000 a y ...

Financial
Apr 30, 2018

The Correct Way for Grandparents to Help Pay for College

Grandparents are usually willing to help with college expenses when possible. I remember my own grandmother chipping in a bit for my freshman year at school. But, knowing what I know now, it’ ...

Financial
Apr 13, 2018

Financial Aid Award Letters: What to Look For

Your financial aid award letter has arrived. You open the letter expecting to see exactly how much you’ll have to pay for that education but instead, you’re left scratching your head. T ...

Financial
Mar 26, 2018

Social Security Planning and Your Retirement

What if you told someone that they could have a guaranteed revenue stream for the rest of their lives and their spouse’s life, with inflation protection to help meet their retirement needs?  ...

Financial
Mar 12, 2018

“Late-Stage” College Planning in Four Steps

Most of us have probably been told by a friend or financial advisor to open a 529 account to help save for college.   Although this is a good start it’s not nearly enough, consideri ...

Financial
Feb 22, 2018

How Will the New Tax Changes Impact College Planning?

As you probably know by now the tax code looks dramatically different when compared to last year.  The recent changes will impact many areas such as tax brackets, deductions and, yes, college ...

Financial
Feb 9, 2018

Three Questions to Help You Invest Wisely in a College Education

The cost of a college education keeps going up, with the average price now at over $44,000 a year for private school.  This pales in comparison to some schools closer to home, such as Duke Uni ...

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Thalian Hall is developing plans to meet the needs of our community by adding venue and programmatic space, facilities for education and job...


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