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…
Patricia A. Roberts, J.D.October 8, 2023
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…
ScholarShare 529August 4, 2023
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:…
Laura Reisert Kalinkewicz, Ph.D.August 1, 2023
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…
Oscar Espinoza-Parra, Ph.D.July 29, 2023
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 --…
Patricia A. Roberts, J.D.July 21, 2023
If you’re like many families, you spent a significant amount of money this past school year on college applications and senior year events. And when thinking about the upcoming cost…
Patricia A. Roberts, J.D.May 31, 2023
We sometimes underestimate the positive impact we can have by sharing what we know about a topic with those who are less familiar. With National “529 Day” approaching (May 29),…
Patricia A. Roberts, J.D.May 2, 2023
Parents and college-bound seniors who have not yet thoroughly discussed the financial elephant in the room will greatly benefit from giving this topic the careful attention it deserves. After all,…
Patricia A. Roberts, J.D.April 3, 2023
Many parents may be bracing for bad news about the price of higher education. After all, college costs have been skyrocketing for a long time, more than doubling between 2000…
Mitchel A. BaumMarch 22, 2023
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.…
ScholarShare 529March 6, 2023
Whether faced with indecision about which school to attend, disappointment resulting from a dream school rejection, and/or uncertainty associated with being placed on a waitlist, soon-to-be college students may need…
Patricia A. Roberts, J.D.March 1, 2023
