Blog

529 Plan & Tax-Savvy College Savings Strategies

By Brett Carolan, CFP^® | Mar 16, 2022 |

Think of 529 plans as pre-paying for college: Put money into the 529 plan each month, then withdraw funds when you need to pay for college expenses.

September 11, 2018 |

How to Help Your Child Make Mature Decisions on College and Their Career Path

Without sitting down and having a constructive discussion with your child, chances are that they will not make informed decisions regarding their future.

June 19, 2018 |

College Financial Aid: What Forms Do I Need to Fill Out?

This guide examines the key college financial aid forms and offers actionable tips for completing your paperwork correctly and on time.

June 15, 2018 |

How Do Colleges Determine Financial Need?

Taking the time to understand your child’s need-based financial aid options could save you money while ensuring your child receives a quality education.

February 23, 2018 |

529 Plans: How to Plan for Merit Aid

One of the biggest things parents don’t account for when establishing a 529 plan is the potential for merit aid. If your child…

December 11, 2017 |

529 Plan Mistakes That Can Derail Your Savings Plan

You’ll need to follow your state’s rules to ensure that you don’t diminish your return on investment due to these 529 plan mistakes.

November 21, 2017 |

When Should I Start Saving for College?

For many parents, it can be counterintuitive to think about saving for their children’s academic future while they’re fulfilling their own financial goals…