Advice for My College-Age Daughter
If you could give your young adult kids any advice, what would it be? I started thinking about this 18 years ago after reading “Advice I’ll Pass Along to My […]
Turn Leftover 529 Funds into Tax-Free Treats
As we round the corner to college graduations, many parents take stock of 529 accounts only to discover funds remain even though the kids have completed their higher education. When […]
Budgets, Bravery, and Building Connections: Our Best Advice for College Grads
Giving advice is a tricky enterprise. Nobody can give you wiser advice than yourself, maintained Cicero. Follow your heart—but take your brain with you, advised psychologist Alfred Adler. Perhaps the […]
The 12 Most Frequently Asked Questions About 529 College Savings Plans
If you have young children or grandchildren, saving money for their college education may be among your top financial goals. And while the concept of college savings plans is fairly […]
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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