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College planning

Financial planning

The student-athlete’s financial game plan

Article August 12, 2025 Terrence “TJ” Daniel Jr., CFP®

Today’s student-athletes face big financial opportunities and even bigger potential pitfalls. Learn how smart planning and discipline can turn short-term NIL earnings into lasting financial reward.

Investing

Advice for My College-Age Daughter

Article September 16, 2024 Dougal Williams, CFA

From saving early to finding joy in the journey, read nine essential financial and life lessons a father shares with his college-age daughter about building a happy, prosperous future.

Financial planning

Turn Leftover 529 Funds into Tax-Free Treats

Article May 29, 2024 Rob Greenman, CFP®

Money left in your 529 plan? Discover smart ways to handle leftover 529 college savings, from supporting other family members’ education to possibly rolling into a Roth IRA.

Financial planning

Budgets, Bravery, and Building Connections: Our Best Advice for College Grads

Article May 26, 2023 Michael O'Reilly

From financial tips to life lessons, we offer 10 essential pieces of advice for new graduates – from practical wisdom about money management to insights on personal growth and building […]

Financial planning

The 12 Most Frequently Asked Questions About 529 College Savings Plans

Article August 30, 2022 Terrence “TJ” Daniel Jr., CFP®

Explore common questions about 529 college savings plans, learn more about the tax advantages, and find out how these accounts can help fund your family’s education goals.

Financial planning

Honey, Did You Remember the FERPA Form? Legal Documents to Consider When Your Child Goes to College

Article September 24, 2021 Jon Gannon, CFP®

Have you sent a child off to college this fall? Certain legal documents can help you protect your student if something unexpected happens while they’re away. Gain peace of mind […]

Financial planning

529 Plans: What’s a Grandparent to Do?

Article August 26, 2020 Jon Gannon, CFP®

Understanding the relationship between 529s and financial aid is critical for grandparents helping grandchildren with college costs. Maximize your giving—and their financial aid—with these tips.

Financial planning

Tax Changes Ahead for Oregon’s 529 Plan

Article November 22, 2019 Vista Capital Partners

Starting in 2020, Oregon will replace the current tax deduction with a refundable tax credit for 529 Plan contributions. The switch offers college savers a chance to take advantage of […]

Financial planning

Guidelines for Using 529 Funds

Article March 12, 2019 Rob Greenman, CFP®

When it’s time to switch gears from saving for college to paying for tuition, you’ll want to know how to access your 529 funds. Here are some tips for getting […]

Financial planning

A Bright Future for Oregon’s 529 Plan

Article May 21, 2018 Rob Greenman, CFP®

Whether you’ve been saving for college for a while or are about to start saving, you’ll want to know about upcoming changes to Oregon’s 529 College Savings Plan.

Financial planning

Plan For The Rising Costs Of College

Article April 13, 2016 Dougal Williams, CFA

For many, springtime is a reminder of graduations, final exams and decisions about where soon-to-be freshman will attend college. These memories can fade quickly, however, when confronted with the very […]

Financial planning

The Rising Cost of College

Article March 24, 2014 Vista Capital Partners

The cost of a college education continues to rise faster than general inflation, making saving for a child’s future education a daunting task. Fortunately, state-sponsored college savings programs known […]


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