College saving
-
Three reasons why you should apply for financial aid now
Your child is getting ready for college. The applications are in, and you're waiting for the acceptance letters to arrive. But have you completed the Free Application for Student Aid (FAFSA)? Here's why it makes sense for most families to apply for financial aid.
Read more
-
5 myths about 529 education savings accounts
Although 529 education savings accounts have been around for nearly three decades, many parents saving for college or other education needs don’t understand a lot about them. Explore some of the more common myths.
Read more
-
Four ways that a new federal law enhances 529 education savings accounts
A law enacted in July 2025, known as the One Big Beautiful Bill Act, expands the options for families using 529 accounts to save for their children’s college and private school K–12 educations. We explore the enhancements.
Read more
-
Rolling a 529 account into a Roth IRA―helping clients navigate the details
A change in federal law gives owners of 529 education savings plan accounts a powerful new Roth IRA rollover option, but uncertainty remains about how the rollover rules will be interpreted and which restrictions apply in unique circumstances.
Read more
-
To submit or not to submit: standardized test scores and test-optional colleges
With many colleges embracing test-optional admissions policies, when does it make sense for admissions applicants to submit test scores, even if they’re not required? Explore the key factors to consider in today’s rapidly changing admissions environment.
Read more
-
3 reasons why using AI to write your college essay is a bad idea
Given how quickly artificial intelligence has advanced, it’s not a stretch to expect that growing numbers of writing-averse high school seniors will succumb to temptation and use AI to write their college application essays. Yet there are still plenty of reasons to do it the old-fashioned way.
Read more
-
Five things to know about rolling a 529 account into a Roth IRA
An exciting new change allows owners of 529 college savings plan accounts to roll over remaining funds to their child's or grandchild's Roth IRA free of federal taxes.
Read more
-
The state of college in 2024
For many colleges and universities, the pandemic accelerated some changes that were already in the works. Take a look at some of the key changes in the world of higher education today.
Read more
-
A grandparents’ guide to 529 plan gifting
Gifting to a 529 plan account can be a great idea for grandparents who want to give their grandchildren something special.
Read more
-
Six tips for repaying student loans
After a grace period of more than three years, the clock is now ticking on student loan repayment.
Read more