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…
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…
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…
With college in the not-so-distant future, it’s a perfect time to stop and reflect on the positive effects your 529 investments have had -- and will continue to have --…
Here are five practical steps you can consider taking to lessen the blow, make the most of your available resources, and keep your child’s education goals on track. 1. Seek…
A glidepath helps minimize risk so the money you socked away for higher education is more likely to be there when you need it. Watch this video to learn more.…
Here are five 529 plan attributes that make them worthy of appreciation this time of year and as college nears: 1. Tax-Free Growth 529 plan tax advantages put them in…
As Executive Director, DiBenedetto will provide policy, program, and technical direction to the SIB for a program with nearly $16 billion in assets under management and nearly 440,000 accounts through…
Depending on the nature and timing of the change in direction, it’s possible that your child could be eligible for a partial refund from the institution they are attending. What…
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…
One of the most unique features of your ScholarShare 529 account is the capability to ask for help from friends and family. Send them a Ugift® Invitation for a special…
It is normal for this part of the equation to feel a bit stressful and overwhelming. I have counseled hundreds of students and families over the years to address questions:…