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Senior Student Using Your 529

How To: Requesting Gift Contributions

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

Affording College Junior Student Senior Student Using Your 529

The True Costs of College: Financial Aid 101

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

Affording College Senior Student Using Your 529

Applying for Financial Aid

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

Using Your 529

The Power of Sharing Your 529 Plan Knowledge

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

Senior Student

New Year Financial Considerations for Senior Families

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

Senior Student Using Your 529

A Gift That’s Sure to Fit

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

Senior Student Using Your 529 Videos

Financial Aid and Your 529

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

Senior Student Using Your 529 Videos

529 Tax Benefits Explained

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

Senior Student Using Your 529 Videos

How Flexible is a 529 Plan?

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

Senior Student Using Your 529 Videos

Smart Savers Know Fees Add Up

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

Affording College Using Your 529

Celebrating the Many Rewards of Saving with a 529 Plan

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…

Patricia A. Roberts, J.D.May 31, 2022

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