In The News

InvestmentNews – 529 benefits go beyond college savings

February 8, 2016

By Liz Skinner Advisers who help clients recognize the advantages of Section 529 plans — beyond saving for college — stand to gain business benefits. The tax incentives of 529 college savings plans are the most obvious reason to suggest clients with children they expect to put through school consider the Continue Reading...

US News & World Report – Find Out What Recent Changes to 529 College Savings Plans Mean

January 20, 2016

Buying a computer for college in 2016? You can use college savings. College savings accounts may also be used to pay for Internet access, software and related equipment, like printers. By Deborah Ziff When David and Miyuki Nishijima bought their son James a computer for his freshman year at California Polytechnic Continue Reading...

Kiplinger’s – New Rules for Tax-Free Spending From Your 529 College-Savings Plan

January 20, 2016

By Kimberly Lankford Follow @Kiplinger I hear there are new rules about using 529 money tax-free for computers. What are the rules, and what other expenses are fair game for using 529 money tax-free? What records do I need to keep? Congress recently passed legislation that permits the tax-free use Continue Reading...

US News & World Report – 5 Reasons to Consider College Savings as a Gift

December 16, 2015

Money for college might make more sense than cash – or a toy – this holiday season. Children may appreciate having money saved for college when they graduate from high school more than they will enjoy a toy now. By Deborah Ziff The day after Christmas in 2013, Brad Myers hauled Continue Reading...

Financial Advisor – More People Using Technology To Give Gifts To Kids’ 529 Plans

December 7, 2015

JERILYN KLEIN BIER Shopping for the perfect gifts this holiday season? Contributing to 529 college-savings accounts—through gift cards, gift certificates or electronically—is a great option. Advisors are also starting to give these gifts to clients and potential clients. Gift registries, program managers for 529 plans and asset managers (including Fidelity Continue Reading...

Kansas City Star – Gift cards for college savings gain popularity

December 4, 2015

Gift cards linked to a child’s college savings plan, such as a state-sponsored, tax-advantaged 529 account, were novelty items when introduced several years ago. But lately they’ve been gaining traction as families struggle to sock away money for tuition and textbooks. Read More Here Continue Reading...

Chicago Tribune – It’s easier now to give a gift to 529 college savings plan

November 9, 2015

Friends and family can use college 529 gift registries and other online tools with minimum contribution amounts as low as $25. Carolyn Bigda Getting Started How to give the gift of college this holiday season. If you are like me and already thinking about your holiday shopping list, consider this Continue Reading...

The Motley Fool – 6 Facts that will Change how you Think about Money

September 28, 2015

By David Kretzmann Saving and spending our money wisely does not come naturally to us, as evidenced by Americans' high debt and poor savings rates. However, with the right perspective, managing your money becomes a lot simpler. Here are six points that will change how you think about money. How Continue Reading...

CNN – Preparing for college savings early

September 21, 2015

https://youtu.be/UOZVO11qLhk Continue Reading...

Pittsburgh Post-Gazette – Parents trying to avoid the legacy of student debt

August 20, 2015

According to a new survey, nearly half of parents who haven’t paid off their own student loans have saved at least $5,000 toward college costs for each of their children. By Tim Grant / Pittsburgh Post-Gazette Parents who are still paying off their student loans are determined to save for Continue Reading...

Next Posts >

< Previous Posts