Year-end ideas for gifting and estate plans
For financial planning, year end can be an opportune time to review strategies for gifting and estate plans.
Tag: 529 college savings plan
Using a 529 plan when college is remote
Families may consider using funds from a 529 plan to cover qualified expenses even if their child is studying remote this fall.
Strategies during a college gap year
While college students may decide to take a gap year, families can continue to plan for the completion of the college program.
Use high school years to implement a road map to college
Consider creating a plan to prepare for college during the high school years.
Pandemic underscores need for college checklist
This fall, preparing a college checklist may be more important than ever as the ongoing pandemic is affecting how colleges re-open.
Planning for college in challenging times
Planning for college can be challenging in the near term but families and students can still make progress toward their goals.
More colleges offer tuition deals for out-of-state students
Some families that once felt that they had no control over college costs, are finding that many colleges offer tuition deals.
College planning strategies: Engaging children in saving can advance college goals
Build momentum for college saving before your child enters high school, by engaging children in good savings habits and monitoring your saving strategy.
Three year-end planning reminders for investors
Despite the ongoing tax reform debate and potential for change, there are some key year-end planning considerations and deadlines that remain for 2017.
Planning for college: High school seniors close in on the finish line
For families planning for college, the senior year of high school has many deadlines and preparations for parents and students.