College Planning

Quiz: How Much Do You Know About 529 Plans?

Quiz: How Much Do You Know About 529 Plans?

How much do you know about 529 plans and their potential benefits and drawbacks? Take our quiz to test your knowledge and to learn if a 529 plan might be right for your family. To learn more, read our free Guide to Saving for a Child’s Education. Read...
When Does a 529 Plan Make Sense for College Planning?

When Does a 529 Plan Make Sense for College Planning?

Since they were first established in 1996, Section 529 savings plans have become a popular tool used by parents to save for future college expenses. One reason 529 plans are so popular is the tax breaks they allow. As long as funds are used to pay for...
How to Pay for Your Child’s College Education

How to Pay for Your Child’s College Education

Saving for your child’s college education can seem like a daunting task. Unlike with retirement savings, few clear guidelines exist. College costs vary widely depending on where your child goes to school and whether they qualify for financial aid. So, how...
When to Start Saving for Your Child’s College Education

When to Start Saving for Your Child’s College Education

Saving for a child’s future education costs is a high priority for many families. With college costs continuing to increase, creating an education savings plan can be complex and challenging. After prioritizing your financial goals and ensuring you are on...
CASE STUDY: Funding College While Saving for Retirement

CASE STUDY: Funding College While Saving for Retirement

The Situation Sam and Bailey are married with three young children. The couple, who are both doctors in their mid-30s, live in Colorado which is one of the handful of states that offers a generous unlimited state income tax deduction for 529 contributions....
Three Options When You Have Excess 529 Funds

Three Options When You Have Excess 529 Funds

Paying for your child’s education is one of the largest financial mountains your family will have to climb, but opening a college savings account is a great starting point. One of the most common and popular savings vehicles is the 529 plan. In fact, of...
When Does a 529 Make Sense?

When Does a 529 Make Sense?

You went to Northwestern. Your partner went to Northwestern. Now, baby number one is here and they’re already geared up in a purple-and-white onesie. It’s a safe bet that baby number one will probably apply to Northwestern. As stated previously, there are...
5 Tips on Saving for College and Retirement

5 Tips on Saving for College and Retirement

College is expensive and today’s parents are learning they need to save early and often to cover the costs. As a result, many of them are faced with the challenge of saving for a comfortable retirement while also helping their child go to college. The good...
When to Start Saving for College

When to Start Saving for College

Saving for your children’s education is a high priority for many people. With college costs continuing to rise faster than inflation, creating an education savings plan can be complex and challenging. After determining which college savings strategy fits...


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