Tag: College Savings

September 7, 2022

Sending Your Child Off to College: A Financial Checklist

Starting college is a big life transition for both students and their parents. While your student may be focused on orientation and choosing courses, there are some important financial considerations that accompany this change as well. Some are administrative items for you to consider, such as getting legal documents in order, paying expenses from a [...]

Katie Mietus
Contributions from: Anne Marie Stonich, CFP®, CPA, Katie Berntson, CFP®, Peter Beeson

September 7, 2022

Ready to Use Your 529 Plan?

As your college student heads off to campus this fall, you may be wondering what expenses the 529 plan can cover versus which expenses are better paid out-of-pocket. Let’s take a closer look at expenses your student may encounter during their academic year and which of those qualify under your 529 plan. What Are “Qualified [...]

Heather Kessler
Contributions from: Heather Kessler, CFP®
529 savings plan

September 6, 2022

10 Most Common Questions About 529 Savings Plans

529 Savings Plans are tax-advantaged accounts used to pay for qualified education expenses. Contributions are typically invested in target-date funds, gradually shifting toward a more conservative allocation as the beneficiary nears college age. You may be considering a 529 for your child, grandchild, or another family member. Here are some of the more common questions [...]

Katie MietusHeather KesslerAlexandra Lambert
Contributions from: Katie Berntson, CFP®, Heather Kessler, CFP®, Alexandra Lambert