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Category: College Planning

College Planning

03Sep

Parents, Students Say They Should Have Started Planning For College Costs Earlier

Posted by Gregory D. Gardner, CFPon September 3, 2019September 11, 2019in College Planning, Financial Planning, GenX, GenY

Despite early planning and discussions with their children about paying for college, student debt has many parents and students wishing they had begun the process sooner, according to a survey by Citizens Bank.

23Aug

529 Plans A Well-Kept Secret, Survey Says

Posted by Gregory D. Gardner, CFPon August 23, 2019August 27, 2019in College Planning, Financial Planning, GenX, GenY

The 529 college savings plan market may be one of the best-kept secrets in the U.S. investment industry, according to a new survey.

31Jul

Are Parents Reaching Too High In College Savings Goals?

Posted by Gregory D. Gardner, CFPon July 31, 2019August 27, 2019in College Planning, Financial Planning, GenX, GenY

There’s a magic number when it comes to saving for college, and it's lower than you may think.

04Jun

529 College Savings Plans

Posted by Gregory D. Gardner, CFPon June 4, 2019August 27, 2019in College Planning, Financial Planning, GenX, GenY

A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs. 529 plans, legally known as “qualified tuition plans,” are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code.

17Apr

What Parents Need To Know About Saving For College

Posted by Gregory D. Gardner, CFPon April 17, 2019August 27, 2019in College Planning, Financial Planning, GenX, GenY

If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get so incredibly expensive?” One popular savings tool that might puzzle you the most is the 529 Plan. Started in the…

Read More What Parents Need To Know About Saving For College

06Jul

Education Savings Vehicles

Posted by Gregory D. Gardner, CFPon July 6, 2018October 4, 2019in College Planning, Financial Planning, GenX, GenY

Save early, save often and understand the alphabet soup of options The cost of a college education increases every year, largely unbeknownst to you until you receive the bill.

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