With the year-end holiday season just around the corner, the time is right for candid conversations with friends and family about gift-giving preferences. It is anticipated that approximately $265 billion…
Patricia A. Roberts, J.D.November 14, 2022
Governor Newsom announced that California colleges will be part of a public service program that subsidizes tuition for students who do community service. Josh Fryday from the Office of the…
ScholarShare 529November 11, 2022
How will your kid pay for college when the time comes? Unsurpassed tax benefits for families using a 529 plan can make a real difference. Learn more about the benefits…
ScholarShare 529November 1, 2022
A 529 plan is a flexible way to save for college. Your college savings can be used for all kinds of qualified expenses like tuition, books, supplies, and equipment. Computers…
ScholarShare 529October 31, 2022
Investment fees are easy to ignore because the jargon is confusing or they’re hidden in the fine print. So, it’s important to know how and how much. Learn more about…
ScholarShare 529October 27, 2022
Choosing an investment strategy to save for college can be as easy as you want it to be. California's official college savings plan is called ScholarShare 529, and it gives…
ScholarShare 529October 27, 2022
The four most common types of aid offered from the federal government are: Pell Grant—A needs-based grant of up to $6,495 reserved for students of families with lower incomes that…
ScholarShare 529October 20, 2022
Opening separate 529 accounts for your grandchildren is a good idea for several reasons. You can tailor the selection of the 529 plan and investment options within that plan for…
ScholarShare 529October 19, 2022
What is a 529? A Section 529 plan is an education savings plan sponsored by a state and operated by a state, educational or financial institution, designed to help families…
ScholarShare 529October 19, 2022
In my role of helping students succeed in college, I usually interact with parents in three different scenarios: during new student orientation, Family Weekend, and when parents are really upset.…
David Q. Hao, MA, JD,October 16, 2022
As a parent of a high school student, however, there’s no time like the present to have a candid conversation about college costs and the resources you have available to…
Patricia A. Roberts, J.D.October 4, 2022
