Here are a few steps you can take now to be better prepared when college decisions and financial commitments need to be made in the months ahead: 1. Take an…
Patricia A. Roberts, J.D.January 9, 2023
Growing up, I was taught to hold onto money and hide it away for as long as possible or to spend my money all at once. This catapulted me into…
Lisa Caldera, Ed.D.January 2, 2023
As a first-generation college student graduate from a low-income, minority background, I didn’t have examples of how someone like me could become a college graduate. The extent of my parents’…
Lisa Caldera, Ed.D.December 27, 2022
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
You may have heard that 529s can hurt your financial aid. But whether that’s true or not depends on a couple of things. Learn how parent-owned 529 plans help you…
ScholarShare 529November 14, 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
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
