Patricia A. Roberts Archives - Page 3 of 3

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

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

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

Parenting Senior Student

Embarking on a New Year as College Nears

Here are some steps you can take to make the most out of this special point in time: 1. Examine, embrace and celebrate where you are There’s no doubt that…

Patricia A. Roberts, J.D.January 10, 2022

Patricia A. Roberts

Preparing for the Unanticipated Costs of Freshman Year

The Power of Sharing Your 529 Plan Knowledge

Documents that Provide Peace of Mind

New Year Financial Considerations for Senior Families

A Gift That’s Sure to Fit

Celebrating the Many Rewards of Saving with a 529 Plan

Celebrating Moms of Soon-to-Be Grads

Embarking on a New Year as College Nears

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