Navigating financial aid: New FAFSA rules and tips for families
Recent changes to the FAFSA form and process include a simpler form, fewer questions and a revised eligibility formula.
Category: College Savings
Consider packing a legal safety net before students leave for college
College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies.
College-bound high school juniors and seniors focus on a strong finish
The last two years of high school can be particularly important as students approach the final college decision.
Kick off your college planning during the first two years of high school
Families may want to prepare a comprehensive plan for college, including actions to take during high school, and consider how a 529 plan can guide savings.
Advisors’ top 529 questions, answered
Many families think about college savings during the month of May and seek to learn more about 529 plans.
Reasons why a grandparent-owned 529 plan may make sense
Grandparents may want to explore funding a 529 plan for their grandchildren. Here are some considerations such as the impact on estate plans and student aid.
Decision made: Why 529 plans are a popular choice for education savings
For families saving for college, 529 plans remain popular. Here are some key facts about 529 plans.
Consider a reset of college savings with a 529 plan
Considering the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts.
What’s in store for SECURE 2.0 this year
The SECURE 2.0 Act, signed into law in late 2022, was a follow-up to the original SECURE Act passed in 2019. The bill included more than 90 different provisions scheduled to be phased in over several years. SECURE 2.0 introduced wide ranging changes to employer-sponsored retirement plans as well as IRAs. For 2024, there are
Key FAFSA changes will impact student aid
Important changes to the FAFSA filing will take effect this year and impact student aid levels for some families.