Articles

College costs way more than parents think

Posted: 2017-10-24. By: Kathryn Flynn

Although more parents are saving for college than ever before, many are doing so without a realistic goal in mind. If this sounds like you, it may be time to rethink your strategy.

529 plans and Gen Xers: College planning for the forgotten generation

Posted: 2017-10-23. By: Kathryn Flynn

Helping clients prepare for future college costs has become an integral part of holistic financial planning. Here are four opportunities to grow your practice by helping Gen X clients plan for college.

The complete guide to choosing a college major

Posted: 2017-09-22. By: Lulu Curiel, Ivy Advisors

10 things to do before you apply for financial aid

Posted: 2017-09-13. By: Shannon Vasconcelos, College Coach

The FAFSA will be available October 1st for the 2018-19 school year . Learn about 10 steps to take before you apply to help maximize financial aid eligibility.

Introducing the Pro 529 Evaluator

Posted: 2017-09-13. By: Kathryn Flynn

The Pro 529 Evaluator is a tool designed to help financial advisors confidently recommend a 529 college savings plan to their clients. Compare fees, performance, state tax benefits and more.

Despite high student loan balances, Millennial parents are saving for college

Posted: 2017-09-06. By: Kathryn Flynn

Commentary: North Dakota changes impact 2nd quarter performance rankings

Posted: 2017-08-31. By: Brian Boswell

We rank plans that consumers can enroll in directly, as well as those sold through brokers and fee-based financial planners for the second quarter 2017.

2017 one-year top performing direct plans Q2

Posted: 2017-08-28.

Savingforcollege.com ranks the one-year investment performance of direct-sold 529 plans as of June 30, 2017.

2017 three-year top performing direct plans Q2

Posted: 2017-08-28.

Savingforcollege.com ranks the three-year investment performance of direct-sold 529 plans as of June 30, 2017.

2017 five-year top performing direct plans Q2

Posted: 2017-08-28.

Savingforcollege.com ranks the five-year investment performance of direct-sold 529 plans as of June 30, 2017.

2017 ten-year top performing direct plans Q2

Posted: 2017-08-28.

Savingforcollege.com ranks the ten-year investment performance of direct-sold 529 plans as of June 30, 2017.

Breaking down the Minnesota 529 state tax benefit

Posted: 2017-08-24. By: Brian Boswell

Families in MN are eligible for a tax deduction or credit for their 529 plan contributions. Learn how to choose the right option for your client's college savings strategy.

New study: FDIC insured 529 plans

Posted: 2017-08-10. By: Brian Boswell

This study reviews and compares 529 college savings plans insured by the FDIC, including yield and costs of savings portfolios and CDs.

3 takeaways for professionals from "How America Pays for College"

Posted: 2017-08-07. By: Brian Boswell

Professionals and advisors to college savers can benefit from the insights the study offers when promoting their services, educating clients, and growing their 529 plan businesses

Achieving financial wellness: 7 questions to ask

Posted: 2017-08-03. By: Brooke Napiwocki, CFP, Financial Planner, Crescendo Wealth Management

Financial wellness starts by developing a healthy relationship with money and all areas of personal finance. These questions will help you gets started on your journey.

Kids & college: Leveraging 6 milestones to generate savings

Posted: 2017-07-26. By: Keith Bernhardt, vice president of college planning at Fidelity

4 college admission myths every applicant should know

Posted: 2017-07-26. By: Lulu Curiel, CEO, Ivy Advisors

The college admission landscape is constantly evolving. Learn about four key college admissions myths to be aware of when completing your college applications.

FAQ on 529 investment changes

Posted: 2017-07-16. By: Joseph Hurley

The IRS permits only two investment changes within a beneficiary's 529 account in any calendar year. Here are some answers to frequently-asked questions regarding this limitation.

These top colleges are worth the investment

Posted: 2017-07-13. By: Kathryn Flynn

Just released: Latest 529 plan 5-Cap Ratings

Posted: 2017-07-12. By: Kathryn Flynn

Savingforcollege.com's latest 5-Cap Ratings are now available. These Ratings are calculated based on performance, costs, features, reliability, and a "Resident Upgrade" score as of March 31, 2017.