Should 529 Plans Be Owned By Parents or Grandparents?

by Sarah Mouser, CFP®, CTS™, CES™  and Ryan Muscatella, CFP® With the price of higher education increasing nearly eight times faster than wages, saving and paying for college is a common concern for many families. While there are multiple ways to begin saving for educational expenses, 529 plans are the most common. These plans are tax-advantaged…

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Financing Higher Education: From Birth Through College

by Christian Hansen, FPQP™ In today’s economy, a college education is an essential stepping stone for starting a career. However, as the cost of college continues to rise, financing higher education becomes an increasingly daunting and potentially burdensome task for families. Although it can seem overwhelming, navigating education planning effectively is certainly possible with the…

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Getting Smart About Paying for College: A Step-By-Step Guide

by Sarah Mouser, CFP®, CTS™, CES™ Navigating the many facets of paying for college can be challenging. If you have a student approaching college age, there are certain steps you can take to make sure you are saving properly and getting the best deal on their education. Over the last 30 years, the cost of…

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529 COLLEGE SAVINGS PLANS

Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans changed the world of retirement savings a few decades ago, 529 college savings plans have changed the world of college savings. A brief history 529 plans were…

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SAVING FOR COLLEGE

There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from college. So, how do they do it? Many families finance a college education with help…

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