Advice for My College-Age Daughter
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.
Turn Leftover 529 Funds into Tax-Free Treats
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.
Budgets, Bravery, and Building Connections: Our Best Advice for College Grads
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 […]
The 12 Most Frequently Asked Questions About 529 College Savings Plans
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.
Honey, Did You Remember the FERPA Form? Legal Documents to Consider When Your Child Goes to College
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 […]
529 Plans: What’s a Grandparent to Do?
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.
Tax Changes Ahead for Oregon’s 529 Plan
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 […]
Guidelines for Using 529 Funds
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 […]
A Bright Future for Oregon’s 529 Plan
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.
Plan For The Rising Costs Of College
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 […]
The Rising Cost of College
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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