COLLEGE SAVINGS 101

Advisor

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Just like any other investment, families saving for college could benefit from the help of a financial advisor. Here are 3 things to ask before you select one.

| FA | | financial advisor | | college |
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How to earn college credit without ever setting foot on campus

Even before enrolling in a four-year university, high school students can get a head start on earning college credit.

| college credit | | Ivy Advisor | | Advance Placement | | Graduate |
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Understanding 529 expenses

An explanation of the four major categories of 529 plan fees and expenses and how to compare between plans.

| Understanding | | 529 expenses | | advisor-sold | | 529 | | section 529 plans | | college savings plans | | |
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Omnibus: What it is and why advisors should care

Omnibus is a word a lot of people in the asset management industry toss around, but not a lot of people understand.

| omnibus | | advisors | | broker-dealer |
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Conquering the Admissions Interview

Consider the following tips to help you master your admissions interview.

| admissions interview | | Ivy Advisors |
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How to make 'Lazy Money' start working to save for college

One idea for advisors looking to deepen client trust and relationship levels is identify so-called 'lazy money' sitting in parent or grandparent accounts, and recommend repositioning those resources to shore up a college savings gap.

| advisor | | 529 plan | | Edward Jones | | Survey |
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Is it a mistake not to hire a financial planner?

When it comes to planning and saving for college, some families prefer to endure the journey alone, but others are willing to pay for professional guidance. DIY college planning may work for some, but here are 6 things you might be missing out on by not utilizing a financial professional.

| saving for college | | financial planning | | financial planner | | financial advisor | | paying for college | | 529 plan | | planning for college |
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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.

| 529 plan | | saving for college | | financial professional | | financial advisor | | cost of college | | paying for college | | |
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Annual College Savings Survey results: Direct- or advisor-sold 529 plan?

Our survey results indicate many of our readers feel comfortable selecting their own investments, but there may be situations in which an advisor-sold 529 plan could be a better fit. Here are a few key questions to ask yourself:

| 529 plan | | 529 plans | | college savings | | direct-sold 529 | | advisor-sold 529 | | fees | | financial advisor | | financial planner | | investment options | | active management | | index funds |
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The 2014 Annual College Savings Survey Results

The Annual College Savings Survey was designed to shed light on consumer beliefs and actions in relation to 529 plans. The results uncovered a number of key findings that we are excited to share with our readers in a new series of blog posts.

| 529 | | 529 plans | | college savings | | survey | | families | | financial advisors | | education | | choosing a 529 plan |
 

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