Articles

Top 6 advisor misconceptions about 529 plans

Posted: 2015-10-12. By: Kathryn Flynn

Investing trends of 529 college savers

Posted: 2015-10-08. By: Dan Reyes

Find out how other 529 account owners are investing in their plans, and learn some best practices to help you make better choices for your own 529 plan investments.

5 habits of successful college savers

Posted: 2015-10-07. By: Kathryn Flynn

If you're looking to maximize your savings potential, there's more to it than blindly socking money away. Here are six habits of truly successful college savers.

How to Save for College in the Big Ten States

Posted: 2015-10-06. By: Kathryn Flynn

Six steps to landing in the Ivy Leagues

Posted: 2015-10-02. By: Lulu Curiel

If your child has their hopes set on attending an Ivy League school, it's important to start preparing early on. Lulu Curiel of Ivy Advisors shares six tips to pave your path to the Ivy League schools.

The biggest college planning mistake parents make

Posted: 2015-10-01. By: Kathryn Flynn

How much debt should parents and students take on?

Five simple steps to enrolling in a 529 plan

Posted: 2015-09-30. By: Kathryn Flynn

Wondering just to how go about opening a 529 plan? You're not alone! According to our 2nd annual Annual College Savings Survey, 86 percent of those who intend to open a 529 plan don't know the steps involved. Don't worry - we're here to help!

4 things you can do to get ready for student loan repayment

Posted: 2015-09-29. By: Amanda Davis

Don't Let These Myths Muddle College Savings

Posted: 2015-09-29. By: Keith Bernhardt, vice president of college planning at Fidelity

See the results of Fidelity recently College Savings Indicator Study.

How to make 'Lazy Money' start working to save for college

Posted: 2015-09-28. By: Barry Quinn

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.

#TBT College savings: Then and Now

Posted: 2015-09-24. By: Kathryn Flynn

How Obama's new FAFSA rules will change college savings

Posted: 2015-09-24. By: Kathryn Flynn

The president has recently made changes to the FAFSA which could make saving for college easier for some families. Here are four common examples of how assets used to save for college can affect financial aid.

76 percent of families have college funds by first grade

Posted: 2015-09-22. By: Kathryn Flynn

According to new data from the College Savings Foundation, more and more parents are saving for college while their child is still very young. Here's why starting to save early and using a 529 plan is a winning combination.

5 types of students who benefit from 529 plans

Posted: 2015-09-16. By: Kathryn Flynn

Where the republican presidential hopefuls went to college

Posted: 2015-09-14.

Who's your favorite presidential candidate?

Eight reasons why grandparents love 529 plans

Posted: 2015-09-08. By: Kathryn Flynn

75% of college savers don't know how to invest their 529 savings

Posted: 2015-09-01. By: Kathryn Flynn

When it comes to selecting investment options, many clients would benefit from the guidance of a financial advisor, read more:

5 tips to crafting the perfect essay

Posted: 2015-09-01. By: Lulu Curiel

College admission essays fill the gap between you and your test scores. Learn useful strategies when crafting your essay:

Surprising facts about scholarships

Posted: 2015-09-01. By: Kathryn Flynn

But before you apply for a student loan, why not explore the idea of scholarships?

Want to land a great job? Here's where you should go to school

Posted: 2015-08-27. By: Kathryn Flynn

According to hiring managers, these are the top 10 colleges in the U.S.