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Affording College

Counting (ALL) the Costs

While these are the main expenses during college, it is helpful to budget for other costs your student may incur during their college journey. Planning for these “unexpected” expenses will…

Jason Castles, Ed.D.December 15, 2024

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

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

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

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

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

Senior Student Using Your 529 Videos

529 Tax Benefits Explained

How will your kid pay for college when the time comes? Unsurpassed tax benefits for families using a 529 plan can make a real difference. Learn more about the benefits…

ScholarShare 529November 1, 2022

Senior Student Using Your 529 Videos

How Flexible is a 529 Plan?

A 529 plan is a flexible way to save for college. Your college savings can be used for all kinds of qualified expenses like tuition, books, supplies, and equipment. Computers…

ScholarShare 529October 31, 2022

Senior Student Using Your 529 Videos

Smart Savers Know Fees Add Up

Investment fees are easy to ignore because the jargon is confusing or they’re hidden in the fine print. So, it’s important to know how and how much. Learn more about…

ScholarShare 529October 27, 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

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