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Using Your 529

Giving Thanks for 529 Plans

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…

Patricia A. Roberts, J.D.November 14, 2024

Parenting Videos

Three Reasons To Talk $$$ With Your Teen

Reasons to talk about saving for college with your teen from college savings advocate, Patricia Roberts. Tips from someone who’s been there–done that. 4145265-0227

Patricia A. Roberts, J.D.November 12, 2024

Close-up of Benjamin Franklins eyes on the U.S.

Affording College

6 Financial Steps to Avoid When College Costs are Around the Corner

While some routes are better than others, others can have an adverse impact on your family’s financial health. Here are six financial missteps to avoid when college costs are soon…

Patricia A. Roberts, J.D.November 11, 2024

Using Your 529

Options for School Refunds

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 1, 2024

Affording College Junior Student Parenting

5 Reasons to Talk With Your Kid About College Financing Now

As a parent of a high school student, however, there’s no time like the present to have a candid conversation about college costs and the resources you have available to…

Patricia A. Roberts, J.D.September 24, 2024

Academic Success

Avoiding the Expense of Academic Delays

10 tips to help keep your child on track during their educational journey: Identify existing credits. When applying to college or entering the first semester, determine whether credits previously earned…

Patricia A. Roberts, J.D.April 4, 2024

Affording College

ScholarShare 529 Beneficiaries Poised to Receive Over 100,000 Gifts of College This Year

Last year ScholarShare 529 beneficiaries received 92,777 gifts of college through the plan’s online giving platform, ugift® ̶ ̶ a figure that has more than tripled since 2020.1 If current…

Mitchel A. BaumApril 1, 2024

Affording College Parenting

But How are YOU Feeling?

I recently had the opportunity to ask over 1,000 parents who are saving for college about their feelings ̶ were they confident, anxious, or somewhere in the middle and…

Mitchel A. BaumMarch 28, 2024

Affording College Senior Student

Staying Positive Amid Uncertainty: The Financial Aid Factor

Here are ten tips to keep a level head at this time of uncertainty while awaiting final admissions decisions and offers of financial aid. Be certain to file the Free…

Patricia A. Roberts, J.D.March 6, 2024

Parenting

Discussing Your Child’s First Semester of College Together

Your child’s first months of college may have been challenging, stellar, or somewhere in between. Whether it’s your first child to wrap up an initial phase of college or your…

Patricia A. Roberts, J.D.December 5, 2023

Parenting

Preparing for Your First-Year Student’s Return Home

What’s sometimes overlooked in the preparation process is that the child you dropped off just a few months prior may be returning home transformed in one way or another with…

Patricia A. Roberts, J.D.November 16, 2023

Parenting

A Parent-Use Packing List for College Drop-off Day

...parents of soon-to-be college students could benefit from their own special kind of packing list to help navigate their child’s transition to college and the range of emotions involved. Here…

Patricia A. Roberts, J.D.July 29, 2023

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