You Can Now Convert Unused 529 Funds Into A Roth IRA For Your Beneficiary 529 college savings plans have become a popular vehicle for parents and grandparents to set aside money for their children or grandchildren's’ college expenses. Read more…
Choosing The Right College: A Guide for Parents from your Financial Advocate
“I want to go somewhere in the south that has football.” Read more…
Federal Student Loan Rates Are Going Up. Now What?
Interest Rates on Federal Student Loans Are on The Rise. Consider these 5 Key Benefits Before Bypassing Them For Private Student Loans. Read more…
Getting the Most Out of 529 College Savings Plans
Want to get the most out of your 529 College Savings Plan? If one of these special situations apply, you may be able to shop 529 plans in an effort to reduce fees and gain access to additional features and benefits not available in your state-sponsored plan. Don't miss this short informative video Read more…
How to Pay for College Without Breaking the Bank
Deciding how much to spend on your child’s college education? Given the sticker price, it’s one of the most significant financial decisions you’ll ever make. Parents who overspend on their kids’ higher education may end up having to work longer, live on less, sacrifice other important goals and Read more…
5 Key Questions About 529 College Savings Plans
If you’re a parent, odds are you’ve already been mulling over how you’ll help pay for your kids’ higher education when the time comes. Read more…
Pay Off Student Loans or Invest? Here’s How to Decide
These days, holding a college diploma is table stakes to qualify for a decent job. Because more people than ever attend a four-year college and that degree is the minimum qualification for many positions, we’ve also seen a spike in students who continue their education to pursue a graduate degree. Read more…
Life in Transition: Part 2- Planning for Kids and College
Life is full of milestones, turning points and new chapters. Some are more difficult than others, but they all lead to growth and another step in our journeys. Read more…
Student Loan Repayment, Simplified
Graduating from college is a fun and exciting time of life. For most students, this time also brings the realization of a new reality: student loans. By taking proactive steps, you can reduce your stress and make better budgeting decisions. Read more…
How A 529 College Saving Plan Can Help You And Your Family
"Are 529 plans worth it?" Read more…