New and Improved FAFSA Rules

Is college on the horizon for your kids or grandkids? Then you need to know about some important updates to the Free Application for Federal Student Aid (FAFSA). If this is a new acronym for you, FAFSA is the main form you’ll use to apply for student financial aid. The recent revisions were …

529 Accounts & Education Planning

Since it’s May 29, we thought we’d take the opportunity to discuss some of the benefits of 529 accounts (5/29, get it?). While colleges and universities ponder how, when and whether campuses will reopen in the fall, the one thing you can be sure of is that tuition discounts may be slow …

Financial-Aid Deadlines Approach

One of the best long-term investments you can make is in higher education. If you’ve got a prospective college student in your household, you’ve either heard, or know first-hand, how daunting the process of finding and applying for financial aid can be. One crucial step that all prospective students should take is …

529 Plans: Which States Reward College Savers?

In September, we covered the basics of 529 plans. This week, we’ll continue examining 529s with a look at tax implications, risk strategies and how they can impact financial aid eligibility.

529 Tax Implications