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.
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.
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.
Financial Planning Checklist: What to Consider to Fund Your Child’s College Education
College tuition is rising faster than almost anything else – but the good news is, families have more tools than ever to plan ahead. The key is knowing which options to use, and when.
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.
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.
7 Steps to Take on the Road to College
Planning for college doesn’t have to be so overwhelming. This step-by-step guide breaks down seven steps families can take to prepare both financially and strategically.
College Savings Accounts: Comparing 529 Plans, Coverdell ESAs, and Custodial Accounts
What’s the best way to save for your child’s education – 529 plan, Coverdell ESA, or custodial account? Here’s a side-by-side comparison to help you understand the pros, cons, and tax advantages of each college savings account option.