CBRG Discusses 529 College Savings Plans In Article

cbrg discusses 529 college savings plans

Steven Sirot and David Slater, Co-Founders, College Benefits Research Group (CBRG) were recently interviewed by Karin Price Mueller, founder of and reporter for The article explores whether 529 plans can be used for preparatory college expenses such as SAT classes and college tours.  Here’s some of what David and Steven had to say:

“In order to use your 529 plan, it is imperative that the expenses are for eligible college institutions. Expenses such as room and board can get tricky because if your child will be living off campus, the expenses cannot be claimed if the cost is in excess of the school’s estimated cost for room and board,” said Steven Sirot.

“Additionally, be sure not to use any 529 plan funds for entertainment or any non-education expense,” David Slater states.  He continues, “Even if there is money left over in the 529 plan account, let it sit there in case your child plans to pursue any post-graduate studies.”

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College Benefits Research Group Featured In Daily Record Article

cbrg helps students apply to college

Steven Sirot and David Slater, Co-Founders, College Benefits Research Group (CBRG), were recently interviewed by Michael Izzo, Reporter, The Daily Record, a Morris County based daily newspaper for an article titled, “How Chatham Family Navigated College Process,” which covers the story of one New Jersey family that CBRG helped navigate through the complexities of the college selection process. Here’s some of what the article had to say:

After attending a seminar at their library, the Merchants enlisted the help of the College Benefits Research Group. The group, co-founded by Steven Sirot and David Slater, helped guide the Merchants through the complicated process, showing them how to find the right schools and the best way to pay for college.

“These guys were able to talk us off the ledge,” Genevieve Merchant said. “They convinced us to let Mallika walk through her own process and discover where she wanted to go and what she wanted to do, while helping us understand as parents where to draw the line.”

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Bruce H. Levitt, Levitt & Slafkes, Discusses End Of Home Affordable Modification Program on Radio Show

Our client Bruce H. Levitt, Managing Member, Levitt & Slafkes, P.C, was recently featured on 1450 WCTC radio to discuss the termination of the Home Affordable Modification Program (HAMP) and foreclosures in New Jersey. The HAMP ended on December 31, 2016. New programs are beginning to form to replace HAMP.

Here’s the interview: