Articles

Commentary: Third quarter 2016 plan performance rankings

Posted: 2016-11-07. 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 third quarter 2016.

Posted: 2016-11-02. By: Kathryn Flynn

Exceptions to the withdrawal penalty

Posted: 2016-11-01. By: Brian Boswell

Sometimes a non-qualified withdrawal is unavoidable, but there are some situations where your client may be able to avoid the 10% penalty.

Wealthfront 529 Plan Launches

Posted: 2016-11-01. By: Brian Boswell

Robo-advisor Wealthfront launched its first 529 college savings plan at the beginning of November. But how does the Plan stack up? And what does this mean for traditional advisor channels?

Just announced: Best 529 plans for 2016

Posted: 2016-10-27. By: Kathryn Flynn

Savingforcollege.com and Morningstar both rank 529 plans. Here's why it's important to explore them both.

17 states where day care costs more than college

Posted: 2016-10-27. By: Kathryn Flynn

In 17 states, full-time day care costs more than college. Find out if your state made the list and how to saving in a 529 when your child starts elementary school.

Fall semester timeline for high school seniors

Posted: 2016-10-21. By: Lulu Curiel, Ivy Advisors

Lulu Curiel, CEO and Founder of Ivy Advisors, provides helpful tips for high school seniors on how they can best prepare for college over the coming months.

Tax parity isn't as important for investors as once thought

Posted: 2016-10-18. By: Brian Boswell

Only two states have passed a tax parity law since 2008. So does it still matter?

A Tale of Two 529 Mistakes

Posted: 2016-10-17. By: Joseph Hurley

What to do when a client takes a distribution when they didn't mean to, or forgot to file the 5-year election

What grandparents need to know about the new FAFSA rules

Posted: 2016-10-13. By: Kathryn Flynn

Learn how recent changes to the FAFSA could make it easier for some grandparents to help pay for college without impacting the student's financial aid eligibility.

Study shows 2/3 of families consider price when selecting a college

Posted: 2016-10-13. By: Kathryn Flynn

The 2016 "How America Pays for College" report reveals that for many students and families, the choice of college is largely influenced by tuition and other costs.

A tax strategy that will surprise you

Posted: 2016-10-05. By: Joseph Hurley

This article explains a scholarship tax strategy you may not have thought about.

Six Winning Strategies to Cutting the Cost of College

Posted: 2016-10-05.

The absolute best way to make college more affordable for your family is to become an educated college consumer.

Where does Donald Trump stand on college affordability?

Posted: 2016-09-27. By: Brian Boswell

Donald Trump has made several statements related to student debt and rising college costs. Find out how these ideas might turn into proposals if he is elected.

Omnibus Part III: Omnibus-Light and the Future

Posted: 2016-09-23. By: Brian Boswell

Omnibus accounting in the retail space is widely accepted as standard for most asset management products, and will be critical to most large and mid-sized broker-dealers as it is slowly implemented with 529 plans. But what about everyone else?

Kaplan to offer FREE online PSAT prep course

Posted: 2016-09-14. By: Kathryn Flynn

Kaplan Test Prep recently announced the upcoming launch of a free Preliminary SAT (PSAT) prep course for all students., which will cover each area of the exam, including Reading, Math, Writing and Language.

How to earn college credit without ever setting foot on campus

Posted: 2016-09-14. By: Lulu Curiel, Ivy Advisors

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

What the new FAFSA rules mean for you

Posted: 2016-09-14. By: Kathryn Flynn

Is your state giving away free money for college?

Posted: 2016-09-09. By: Kathryn Flynn

Check out our growing list below of College Savings Month events taking place all over the country.

12 simple ways to prepare a student to win college scholarships

Posted: 2016-09-09. By: Monica Matthews, College Scholarship Expert

No matter how old or young your children are, there are ways you can prepare now to help them win future college scholarships.