Distinguished Contributor Archives - Page 3 of 4

Parenting

From Waitress to Host: Lessons in Overcoming Obstacles

As both a first-gen student from a low-income family who had minimal support in my college planning process, and as a mom who recently helped see my son through his…

Patricia A. Roberts, J.D.December 15, 2024

Parenting Videos

Parent Selfcare

Three self-care tips for parents with teens in their senior year of high school from college savings advocate, Patricia Roberts. Tips from someone who’s been there–done that. 4145265-0227

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

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

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

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

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

Affording College

Is College Still Worth It? We Did the Math.

To answer that question, we reviewed the latest financial analyses as well as economic data going back decades. Then we pulled out our pencils and did a bunch of our…

Mitchel A. BaumMarch 23, 2023

Distinguished Contributor

Trending Posts

Tags

Latest Articles

Categories

About Us

Articles

Timeline

Security Overview

OUR SECURITY PROMISE:

Safeguarding your own information: Account owner security checklist

Protect your account

Protect your computers, cell phone and other mobile devices

Keep your information secure

Practice safe web browsing

Create a strong password

Stay informed on the latest fraud threats

About Identity Theft

Identity theft prevention & protecting your personal information

Safeguarding your information and online transactions strong technologies and technical controls

Username and password requirements

Image verification during login

Security Questions

Customer verification

Strong encryption

Systems surveillance

Firewalls

Logging

Fraud detection

Restricted access to data

Employee education

Regularly refine and update security features