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Our College Planning blog shares timely advice and family college planning resources directly from our financial and academic experts. Learn more about planning, saving and funding a college education and preparing for your financial future. Subscribe today!

Tuesday, September 7, 2021

Each year there are billions of dollars in federal financial aid available from the U.S. Department of Education in the form of grants, loans and work-study funds. Current college or prospective students that fill out the Free...

Thursday, July 1, 2021

Many of us have heard the term “investments” used in many ways - and it’s a concept most of us are familiar with to some degree. But unless you’ve really taken an interest in the markets or set aside time to...

Thursday, May 27, 2021

When considering planning for higher education, you might be surprised to discover that college tuition and fees are not necessarily the largest associated costs. As students begin this next phase of life, taking a look at the...

Tuesday, May 25, 2021

The first week of college is a time of excitement for recent high school graduates. They want to see and do everything without the ball and chain that is their parents. Doing everything is likely to cost money. So then, the first week...

Friday, May 21, 2021

The biggest challenge for students and parents when planning for education are the financial costs; including tuition and academic expenses. It’s not just for college anymore – added to the tuition eligibility are K-12,...

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Thursday, May 20, 2021

As many parents start ramping up their retirement planning efforts, their kids are also preparing for an important next step in life: higher education. It may seem overwhelming to manage both at once, but it’s important to face...

Tuesday, May 18, 2021

The Tax Cuts and Jobs Act introduced legislation that could be beneficial to those who currently have 529 plans in place to pay for college.1 Under the new law, up to $10,000 of 529 plan assets can now be withdrawn for K-12 tuition...

Friday, May 14, 2021

Thursday, May 13, 2021

Wednesday, May 12, 2021

Emotions often run high the day any parent drops their child off at college for the first time. It’s an important moment for families and one that symbolizes the start of a child’s independence. But as a parent, grandparent...

Thursday, April 29, 2021