Matthew Toner

Matthew Toner is the lead analyst at After obtaining his B.S. degree from the University of Florida and his J.D. from Florida State University, where he specialized in business law, Matthew went on to work as a financial advisor at Waddell & Reed. He holds his Series 7 and 66 licenses.


How much is your state's 529 plan tax deduction really worth?

In addition to federal benefits, many states offer full or partial state tax deductions for contributions to a 529 plan. This map helps you get a better idea of how much your state's tax benefit may be worth.


How Dollar-Cost Averaging can protect your 529 savings during a stock market slump

If you find that your 529 plan is performing poorly, you generally have a few different options, learn more.


6 ways to help your clients maximize financial aid

How can I make sure that my client get the most financial aid possible?


A 529 client you don't want to overlook

Have you been giving millienials enough attention? Here are a few tips on how you can tailor your approach when working with this younger generation and their college savings needs.


Ask an expert: How do grandparent-owned 529 plans affect financial aid eligibility?

Matthew Toner of responds to the frequently asked-about topic of grandparent-owned 529 accounts and their effect on financial aid eligibility.

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