Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

6 Fast Facts About 529s

September 5, 2016 -

Must-know information for anyone considering a 529.


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Pay Some Tuition in Cash, Get a $2,500 Tax Rebate

February 24, 2015 -

Families with incomes of up to $180,000 can take advantage of the American Opportunity Tax Credit to recoup some college costs, but the measure is set to expire after 2017.


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529 Plan Participants Deserve Better Disclosure

March 1, 2014 -

Better-informed investors can make better decisions, but most 529 Plans are not providing basic information.


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Financial First Steps After Having A Baby

January 1, 2014 -

The arrival of a baby is an exciting event, but it also brings additional financial challenges and decisions for the whole family.


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Dispelling Myths About 529 Plans

January 1, 2014 -

Make better decisions with a firm grasp on your college savings options


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Saving for Education

Budgeting and funding options


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