Viewpoints about College planning
Personal finances 101: how to get organized and set SMART financial goals
Get tips for organizing your finances, prioritizing where to put your money, and creating SMART financial goals.Read more
Pros and cons of taking a gap year
Taking a gap year may be a smart idea for some students. If your child is thinking about taking a gap year, here are some of the key considerations to be aware of.Read more
Five things to know about rolling a 529 account into a Roth IRA
An exciting new change is on the horizon for 529 plans that will allow account owners to roll over remaining funds to their child or grandchild’s Roth IRA federal tax free.Read more
Is it better for a parent or a grandparent to own a 529 savings plan account?
529 plan accounts can be a great way to save up for college. Most commonly, parents or grandparents are the owners of a 529 savings plan account with the kids and grandkids as the beneficiaries. So, is it better for a parent or a grandparent to own a 529 plan account?Read more
Can a Roth IRA be used for college?
A Roth IRA can be a useful option for covering educational costs. Here’s a quick look at how these accounts work and how they might fit into a college funding strategy.Read more
Financial aid and other ways to pay for college
College is an expensive undertaking in any given year. Here are five ways to help you plan for your child’s college expenses.Read more
When should you tap into your 529 account to pay for college?
What’s the best way to pay for your child's college education: 529 education savings plan balance, personal savings, loans, or a combination?Read more
How to manage your 529 savings during economic downturns
While volatility in the stock market is par for the course, it’s important to not react quickly out of fear; however, sometimes making a few adjustments to a 529 plan account can help you save more in the long run. Here are four steps to consider.Read more
Pay off student loans or save for retirement—can I do both?
On one hand, you’re making student loan payments every month. On the other, your employer’s retirement plan seems too good to pass up. How do you balance both of these important financial needs? Here are four tips that might help.Read more
Three considerations to help you determine how much to save for college
How much should you save for your children's college education? Here are three considerations to help you decide.Read more