How Superfunding Can Accelerate 529 Savings
529 plans can do more than help save for college. For some families, “superfunding” a 529 may also play a role in estate and legacy planning. Learn how this strategy works, and when it may make sense.
529 Plans, Revisited: New Rules, More Flexibility
529 plans used to come with a major tradeoff: flexibility. But with new rules around Roth IRA rollovers, broader education uses, and fewer penalties, these plans are worth a second look.
Should You Fund Graduate School as Part of Your Family’s Education Plan?
If your child is likely headed to grad school, your education plan may not be complete. The real question isn’t can you pay for it — it’s whether you should. We break down how to balance retirement goals, education funding and financial independence.
Creating a Family College Fund: Tips for Contributions and Growth
Education planning is more than tuition — it’s a family legacy. A family college fund allows parents, grandparents, and relatives to contribute in a coordinated, tax-efficient way. Learn how to set clear goals, choose the right accounts, and grow the fund over time.
Understanding College Financial Aid Packages: What to Look For and How to Interpret It
Financial aid award letters can be misleading. One college may seem more affordable—until you realize loans are making up most of the aid. Before making a decision, know what to look for and how to compare offers the right way. Let this be your guide to understanding financial aid packages.
Grandparents and College Planning: How to Gift Without Hurting Financial Aid
Supporting your grandchild’s education is a meaningful gift – but timing and strategy matter. Discover how grandparents can give wisely without affecting financial aid.
How to Make the Most of College Visitations: Questions to Ask and Factors to Consider
College visits are more than just tours – they’re a chance to see a college’s culture, meet students, and imagine life on campus. This guide covers the questions to ask and factors to consider to make the most of every visit.
Raising a College-Ready Saver: How to Involve Your Child in College Planning
College isn’t just a parental task – it’s a family effort. Get your child involved in college planning early with these six practical, age-appropriate strategies. From savings goals to scholarships, here’s how you can empower your child to take ownership of their future.