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College Admissions Junior Student Senior Student

Spotlight on the California University System

CSU boasts many accolades related to quality and value and, while each of the 23 campuses is unique and compelling in its own way, they all share a common focus…

Bright Horizons College CoachJune 20, 2025

Affording College

The Importance of Late-Stage College Savings

Between your child’s packed schedule plus the daily demands of your family’s life, it can feel like there aren’t enough hours in the day or enough dollars to cover today’s…

Patricia A. Roberts, J.D.September 14, 2025

Student Life

Part-Time Jobs in College: Balancing the Trade-Offs

At first glance, the answer seems obvious. A paycheck builds independence, teaches responsibility, and helps cover everyday costs. But like most things in college, it’s not that simple.For example, a…

David Q. Hao, MA, JDSeptember 14, 2025

Using Your 529

529 Withdrawals: Avoid the Pitfalls

Withdrawing funds is straightforward, but these tips can help you avoid common mistakes.* 1. Stick to qualified expenses To avoid federal income taxes and the 10% penalty on earnings, withdraw…

ScholarShare 529September 12, 2025

Affording College Parenting

Teaching Your Student Financial Intelligence

Too much, and they never learn the value of a dollar. Too little, and they’re stressed instead of studying. The right number isn’t one-size-fits-all, but there is a right way…

David Q. Hao, MA, JDAugust 31, 2025

Affording College Using Your 529

The Power of the First Step: Open a 529 and Build Your Future

It sounds simple. That’s because it is. And that’s exactly why so many families wait. We wait for a raise. For the “right” account. For the moment when everything else…

David Q. Hao, MA, JDAugust 17, 2025

Affording College Using Your 529

6 Smart Steps for Parents of Rising Juniors

This is the year when post-secondary pursuits will likely start to feel more “real” -- and a growing sense of what's next may start preoccupying minds. As such, junior year…

Patricia A. Roberts, J.D.August 17, 2025

Parenting Senior Student

Send-off Letters for Our College-Bound Freshmen

As parents, writing a heartfelt send-off letter is one way to share feelings, reflections, and hopes that haven’t yet been fully or clearly expressed. It’s also an opportunity to impart…

ScholarShare 529August 13, 2025

Affording College

When 529 Funds Are Not Needed As Planned

The reasons parents find themselves no longer needing to fully utilize the value of their 529 account most typically relate to the student’s receipt of a full or partial scholarship,…

Patricia A. Roberts, J.D.August 11, 2025

Student Life

Navigating University Events While Divorced or Separated

For parents who were already divorced or separated, you may have some systems that you created, and some of you may need to process a relationship transition during your student’s…

Megan FisherAugust 5, 2025

Parenting Senior Student

Essential Money Conversations Before College Drop Off Day

Before college drop-off day, make sure you’ve had an open and honest conversation about the following topics if you haven’t already. 1. The overall cost of college There’s no sense…

Patricia A. Roberts, J.D.August 4, 2025

Senior Student Using Your 529

Weathering the First-Year Adjustment Phase

First-year students may express specific concerns, for instance, about the quality of food or residence halls, the workload in certain classes, roommate compatibility, or just garden variety homesickness. Some students…

Patricia A. Roberts, J.D.August 3, 2025

Affording College Junior Student Senior Student

What Can Get in the Way of Your Student’s Financial Aid?

While your student should be enthusiastic, feeding off this contagious vibrancy as they prepare to embark on a new academic year, it may be that this momentum of beginning or…

Richie Gebauer, Ed.D.August 2, 2025

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