September 29, 2025
The 529 “Grandparent Loophole”: A Smart Way to Fund College
Here’s some good news for grandparents who want to support their grandchild’s higher education: a legislative update called the FAFSA Simplification Act has created a... more
March 27, 2024
Investing for Your Child’s Future: 529 Plans vs. Custodial Accounts
Thanks to its tax benefits, a 529 savings plan is a popular choice for families setting aside money for educational costs. If you’re looking for... more
May 29, 2018
What’s Your 529 College Savings Strategy?
As a CFP® professional, one of the most important lessons I’ve learned is that before you can talk savings strategies for your children’s college education, you... more
February 10, 2013
Pros and Cons of Section 529 Plans
A Section 529 college savings plan can be a tax-smart way to help your children pay for their higher education. But you should also be... more