Give thanks and give the gift of education
Contributing to an education savings account can be one of the most impactful gifts for the long term.
Helpful perspectives on 529 plans and saving for college
Give thanks and give the gift of education
Contributing to an education savings account can be one of the most impactful gifts for the long term.
No need to be spooked: How to guide clients through 529 planning
Don’t let misconceptions about 529 plans haunt your clients. With expanded qualified uses these plans are more adaptable than ever.
Revisiting changes on the new FASFA
The FAFSA Simplification Act of 2020 has transformed and streamlined how federal college financial age eligibility is calculated.
Navigating 529 tax considerations
Saving for education is one of the most important parts of securing a bright future for your loved ones.
What the "Big, Beautiful Bill" means for 529 plans
The recently passed Big, Beautiful Bill brings sweeping changes to how American families can save for the future.
Save early, stress less: Planning ahead for rising college costs
College tuition continues to increase steadily — earlier savings can help you leverage compound growth
The freedom to learn your way: Alternative uses for your 529 plan
From helping fund alternative educational pathways to jump-starting retirement savings, today’s 529 plans offer significantly more flexibility.
Make this 5/29 Day count: Start saving for college today
This 5/29 Day, take the first step — or the next step — toward your college savings goals. It’s never been easier to save.
Why staying the course matters—especially in a volatile market
When it comes to investing in a 529 plan, trying to time the market or adjust your strategy during periods of turbulence can often do more harm than good.
Spring into college savings: A fresh start for your child’s future
Spring is a time of new beginnings, making it the perfect season to refresh your financial plans—including your approach to saving for college.
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