Distinguished Contributor Archives - Page 3 of 4

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

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

Affording College

Preparing for the Unanticipated Costs of Freshman Year

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

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

Parenting Senior Student

Documents that Provide Peace of Mind

A few issues related to children reaching adulthood can be addressed to help put your mind at ease as you prepare to send your now-adult child off to college. Adjusting…

Patricia A. Roberts, J.D.May 1, 2023

Affording College

Financial Responsibility 101: Earning Income & Managing Costs

Given this, it is refreshing to see an increasing number of students these days who have an understanding, if not appreciation, of the financial costs and career benefits of higher…

Vivian M. Tsai, CIMA®April 26, 2023

Parenting Senior Student

Financial Considerations as Decision Day Nears

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

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

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

Affording College Senior Student

A New Beginning

There is a lot to love about turning the page on a calendar year – with this reset comes a new beginning. Congratulations on this new beginning if you are…

Vivian M. Tsai, CIMA®January 5, 2023

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