How Do I Spend Money From My 529 Plan?

It’s September! As we ring in the new school year, we want to help you craft your financial plan and stay one step ahead. How do I take money out of my 529 plan? Withdrawals, qualified expenses, and income limitations. These are part of the 5 most-asked questions we get from parents with a 529 plan. Why should your kid help pay for … [Read more...]

Parents: It’s Time for YOU to Go Back to School

It’s August! Whether your student is gearing up for education mode, or right in the middle of first-week preparations, August means it's the start of back to school season. Stretch Out Summer Earnings with a Clear Savings Plan Embarking on a summer job may be new territory for your student. Before spending a penny, talk to your student about … [Read more...]

Do Higher Discounts Help Out Students or Colleges?

It’s July! Time to soak in those warm summer rays and get some well-deserved R&R. Private Colleges are Offering Discounts at Historic Levels Did you know private school discounts are at an all-time high? Tuition and fees are 44.2% for all undergraduates and 49.1% for first-time, full-time freshman. But does that weigh in favor of the … [Read more...]

Federal Student Loan Interest Rates were Announced, and They’re Rising

It’s June! Summer is here!  A warm congratulations to our graduating seniors.  You did it! If you have soon-to-be college freshmen, this summer will be a critical time to create your detailed college funding plan for the next four years. For many families, this will include some loans. Federal student loan interest rates are rising for the … [Read more...]

How to Craft a College Budget That’ll Set Up Your Student for Success

It's May! Congratulations to all our graduating seniors! Our students have received offers from so many great colleges all around the U.S., including Bucknell, Cal Poly, Claremont McKenna, Grinnell, Macalester, Penn State, RPI, Smith, Syracuse, U. of Hawaii, U. of Oregon, UC Berkeley, UC Riverside, Virginia Tech, Whitman and many more. Another … [Read more...]

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