Learn how to coordinate your 529 plan with financial aid, scholarships, and education tax credits to avoid costly mistakes and maximize your college funding strategy.

Wondering what to do with leftover 529 plan funds? This guide explores smart options like Roth IRA rollovers, beneficiary transfers, and non-college uses—key strategies in modern college financial planning.

Learn how to manage 529 plan distributions with tax efficiency. This guide covers QTP contribution rules, qualified expenses, 1099-Q forms, and common pitfalls in college financial planning.

Learn how to maximize your 529 plan with smart contribution strategies, investment options, and tax-free distributions. This guide supports your college financial planning and saving for college goals.

Celebrate Independence Day by reimagining your financial independence. This guide covers retirement strategies, investment reviews, and estate planning to help you stay on track toward long-term financial freedom.

Compare prepaid tuition and college savings 529 plans in this college planning guide. Learn how each option supports your family’s college financial planning, saving for college, and long-term funding goals.

A financial planner’s personal birthday checklist offers practical mid-year financial planning tips, from checking Social Security and credit reports to managing summer spending, family finances, and retirement goals.

Explore 10 fun and educational summer activities that support college planning, build life skills, and strengthen your child’s future success.

Learn how the Student Aid Index (formerly EFC) impacts your financial aid eligibility and discover smart college planning tips to balance education costs with your retirement goals.

Avoid leaving a digital mess for your loved ones. Learn how to create a digital death cleaning plan, protect your financial legacy, and secure your online accounts.

SMART financial goals = stress-free college planning AND retirement savings. Learn how to create clear, actionable goals for your family.

College planning requires more than just securing student loans—hidden costs like interest, origination fees, and deferred payments can add up fast. This guide breaks down these expenses and offers proactive strategies to keep your financial future on track while funding your student’s education

Learn how to appeal FAFSA financial aid decisions and accurately estimate college costs. Maximize your financial aid and budget smarter with these practical tips.

Co-signing a student loan can feel like a no-brainer for college planning —but is it? Discover the risks, benefits, and alternatives before you sign.

Estate planning is more than just drafting a will—it’s about ensuring your family’s wealth stays protected for generations. Learn why a revocable living trust with a separate property stipulation is one of the best tools to preserve inheritance, plus other key strategies for keeping assets secure across generations.

Parent PLUS loans can be a valuable tool for college planning, but they come with risks. Learn how to borrow wisely and avoid financial pitfalls.

Maximizing tax deductions for college planning and retirement planning doesn’t have to be complicated. Learn the strategies to save thousands in 2025.

Tax season is here—are your finances in check? Learn how to conduct a tax-season financial check-up and maximize your savings for retirement and college planning.

Discover how strategic college planning helped the Jones family secure $15,000 in additional financial aid for college. Learn key strategies like early FAFSA filing, professional judgment appeals, and asset repositioning to optimize your family's financial future.

Protect your financial data this tax season with our expert tips. Learn how to safeguard sensitive information while managing taxes and college planning.