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Which way?

Considering a 529 plan? Should you use an advisor, or do it yourself?

You can enroll in a 529 plan directly or through a financial advisor. There are benefits and costs associated with both approaches and you should be aware of these as you research which plan is right for you! Learn more...


Featured Articles

Check out the Hot Topics we have covered recently.

Consider this 529 college-savings niche
Did you know that 501(c)(3) charitable organizations can open accounts in a 529 plan? Not many people do. Yet this possibility presents an intriguing opportunity for both charities and forward-thinking financial advisors.
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Before you open a grandparent 529 account...
A 529 college savings plan can be a very effective way for grandparents to build a college fund for their grandchildren. However, there are a few questions grandparents must ask themselves before opening a 529 account.
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[PODCAST] Getting started with a 529 plan - Step 2: Opening your account
Tune in to the next episode in our podcast series and listen to Joe Hurley and Kathryn Flynn's discussion on what you need to do to set up your 529 college savings account.
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You're saying my financial advisor can help me plan for college?
Most parents and grandparent already know that they can open a 529 plan through an advisor, but what they may not realize is that advisors are also helping to make college attainable in other ways.
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Eight reasons why grandparents love 529 plans
If you’re a grandparent there are a variety of different ways you can help pay for college. Here are eight reasons why we think saving with a 529 plan could be your best bet.
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[PODCAST] Getting started with a 529 plan - Step 1: Finding the best plan
529 accounts are relatively simple to set up, but with over 100+ different options available, even the most savvy investors are sometimes left wondering where to begin. In this new podcast series, we discuss the steps to take when setting up a new 529 college savings account.
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