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:…
If so, you’ll find you can make a withdrawal online or by mail. But there are few things to be aware of. Withdrawals fall into three categories: qualified, taxable and…
As you are researching where they will apply, you will likely notice the cost differences across all degree-granting institutions. Tuition and fees, books, educational materials (e.g., laptop), technology fees, and…
With contribution minimums as low as $15 per pay period, you can setup payroll direct deposit to your account. And don’t worry — if you want to make changes down…
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…
Set up recurring contributions from your checking or savings account to your 529 plan in minutes. Once complete, you can change recurring contributions to your account at any time. What…
By way of background, when our now recent grad was born, his father and I were still repaying a significant amount of student loan debt that we had accumulated to…
In this interview, you will hear from Patricia Roberts. Roberts has decades of experience in the college savings industry working with financial services organizations like Merrill Lynch, Citi, and Alliance…
Access California Education WE LOVE OUR CHILDREN. And, we want the best for them. These simple facts are why we work to provide every opportunity for our kids to succeed—the…
As few families are able to save enough money to finance college in its entirety out of their college savings accounts, most parents are faced with the quandary of how…
Patricia is the Chief Operating Officer at Gift of College, where she works to help families save for college and pay down student loan debt. Having worked multiple jobs to…