Distinguished Contributor Archives - Page 4 of 5

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

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

Senior Student Using Your 529

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

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

Parenting

Celebrating Moms of Soon-to-Be Grads

Here’s some advice for these amazing moms of soon-to-be high school grads: Embrace the mixture of emotions. While you may have been expecting a profound sense of accomplishment and relief…

Patricia A. Roberts, J.D.April 29, 2022

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