5 Questions Parents Most Often Ask About Their 529 Plans

529 plans are one of the go-to college savings options for parents. They are heavily marketed, tax-advantaged, let you make high annual contributions, and don’t have income or age restrictions. Many families have some money in 529 plans (which they plan to use for college). If you’re one of those families who have some college savings into a 529 … [Read more...]

December Newsletter 2013: Gearing up for the FAFSA, Middle Class Scholarship & More

It's December!  We reach the end of 2013 and what better time to get a head start on the FAFSA? Because the application period for the FAFSA opens on January 1st 2014, the time sandwiched between the two holidays presents a fantastic opportunity to collect related documents.  This includes tax forms and bank statements, among others fully listed … [Read more...]

The 5 W’s to Buckling Down & Gearing Up for a Successful FAFSA

As we approach December, dressing Christmas trees with festive ornaments and enclosing presents in colorfully decorated wrapping paper, some muse about the upcoming year’s resolutions. One in particular should rank high on your list, particularly for those orchestrating a smooth transition from high school to college: preparing for the … [Read more...]

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