Topics A-Z
529 Education Savings Accounts
A tax-advantaged account that can help you save for college and other education costs, 529 plans are sponsored by each state—you can usually invest in any state’s plan but your state’s plan may offer an income tax deduction for contributions. Use the money—tax-free—to pay tuition, room and board, and other expenses at eligible post-secondary educational institutions and up to $10,000 per year to pay tuition for grades K-12, too.
SECURE 2 0 Act What Workers Need to Know About Retirement Savings
The SECURE Act 2.0 was designed to make saving for retirement easier. This new law is intended to make saving for retirement even easier than before. While not all the changes take effect immediately, the law is designed to encourage workers retirement savings and facilitate access to withdrawals from retirement savings plans.
The Latest
9 Areas Where Financial Planning Is Important
While some of you may have visions of sugar plums dancing in your head, at this time of year my dreams are all about year-end tax saving moves.
Financial Lessons for Back to School
Whether your child attends school in person or remotely, funding your child’s education is an expensive financial goal that requires careful planning.
5 Tips to Consider When Giving Money to Your Grandchildren
Work with a CFP® professional for guidance on incorporating personal gifting goals, such as helping with grandchildren's education costs, into a financial plan.
11 Tips for Separating Your Finances When Navigating Divorce
Find practical guidance on establishing a strong financial foundation for life after your divorce.
What is a 529 Plan How to Make the Most of It
A well-managed 529 plan can be one of the most important tools available to combat the rising cost of higher education.
What’s Your 529 College Savings Strategy?
For many families, a 529 plan can form the foundation of their college savings strategy.
The Big Three Financial Priorities That Come Before Paying for College
Before you start the college planning process, make sure you're accounting for your family's ability to pay down debt, and save for an emergency and retirement.
Turn a Dream Into Action 4 Smart Steps to Help You Look at Graduate Education
Researching and weighing your options can help devise a suitable funding plan for your graduate education.
How to Pay for College
Here are basic sources available to fund higher education.