Patricia A. Roberts Archives - Page 4 of 4

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, 2025

Parenting

Resolutions for Soon-to-be Empty Nesters

Here are five resolutions to guide soon-to-be empty nesters through a transformative year ahead: 1. Reflect on your contributions with pride. While focusing on what’s next for your child, take…

Patricia A. Roberts, J.D.January 6, 2025

Affording College Videos

Four Considerations When Borrowing For College

Insights about borrowing $$$ for higher education from college savings advocate, Patricia Roberts. Tips from someone who’s been there–done that. 4929993

Patricia A. Roberts, J.D.January 5, 2025

Parenting Videos

$$$ Talks To Have Before Your Kid Goes To College

Three money conversations to have with your college-bound kid from college savings advocate, Patricia Roberts. Tips from someone who’s been there – done that. 4974234

Patricia A. Roberts, J.D.January 1, 2025

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

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, 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

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, 2024

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

New Year Financial Considerations for Senior Families

Resolutions for Soon-to-be Empty Nesters

Four Considerations When Borrowing For College

$$$ Talks To Have Before Your Kid Goes To College

From Waitress to Host: Lessons in Overcoming Obstacles

Discussing Your Child’s First Semester of College Together

Giving Thanks for 529 Plans

A Gift That’s Sure to Fit

Embarking on a New Year as College Nears

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Safeguarding your own information: Account owner security checklist

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Practice safe web browsing

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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

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Strong encryption

Systems surveillance

Firewalls

Logging

Fraud detection

Restricted access to data

Employee education

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Patricia A. Roberts

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Latest Articles

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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