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Education Savings
Saving for future college costs and other educational expenses is a major financial goal for many families. Several tax-advantaged savings programs can help, such as 529 savings plans, Coverdell education savings accounts and custodial accounts. It’s also important to understand the impact of these savings programs on a student’s financial aid package.
Talking Financial Literacy and Money Management with Your Children
Financial literacy is one of the greatest gifts you can give your children. Understanding fundamental financial concepts provides them with the knowledge, skills, and motivation to responsibly manage their money and achieve their goals, whether they’re a young child saving up to buy a toy or a recent college graduate who’s out on their own for the first time. The sooner you begin these life lessons in money management, the better.
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Managing Your Finances During the COVID19 Crisis
To help you protect and manage your finances during this stressful time, CFP Board has gathered articles and resources from a range of reputable sources.
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.
Consider Your Legacy While Planning for Retirement
A CFP® professional can help you create a financial plan that balances retirement savings with other financial priorities.
Strategies to Make the Most of Your Financial Planner Relationship
It’s common to evaluate a financial planner primarily by investment performance, but there are many more benefits to the guidance a CFP® professional provides.
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.
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.