College checklist: Five tips for students

Heading off to college can be exciting and scary at the same time. For some, it may be the first time they are moving away from home and managing their personal finances more independently. These tips may help prepare students heading off to school as the

A beginner’s guide to 529 plans

A beginner's guide

It’s time to consider a Roth 529 conversion

529 accounts are great vehicles to use to save for college. The money grows tax-free, and there is no tax on distributions as long as it is used for qualifying education expenses.

529 plans aren’t just for college anymore

College checklist: Five tips for parents

College planning

Sending your young adult off to college or university can be both scary and exciting, even in the best of times. These tips may help you help your child navigate some important financial planning and life issues.

Your guide to 529 college savings plan withdrawals

Saving for college

College planning

Congratulations, you have been accepted - now what?