Three ways “back to school” may benefit grandparents

Three ways “back to school” may benefit grandparents

This fall, some 78 million American students from kindergarten to college will head back to school. Planning for school can involve more than students Grandparents can also benefit from their own “back-to-school” preparation. Advisors can help clients understand gifting strategies that can help grandchildren cover their college costs and deliver tax benefits to grandparents at

Keep student debt down with a 529 plan

Keep student debt down with a 529 plan

At a record $1 trillion, outstanding student debt is second only to mortgages as the largest source of household debt, the Fed reported. That trend is likely to continue. With the average cost of a four-year degree from a public university at $30,000, the need to borrow continues to rise. Of the 37 million Americans