College Savings Plans Archives | Global Wealth Advisors
529A Accounts for special needs individuals depicts photo of graduate and their shadow.

March 27, 2022

Presented by Kevin M. Curley, II, CFP®:  The Achieving a Better Life Experience (ABLE) Act created tax-favored accounts for individuals with disabilities. These 529A accounts are intended to be a low-cost alternative to special needs Read More...
A Crash Course in 529 Plans and Their Impact on Financial Aid photo of calculator.

October 25, 2021

Presented by Ben Murphy, CPA, PFS™: Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you Read More...
529 Plans: Qualified and nonqualified expenses with image of female college student holding books.

September 6, 2021

Presented by Gerard Longo, AIFA®:  September is College Savings Awareness month so paying attention to qualified and nonqualified expenses for 529 Read More...
The CARES Act Student Loan Relief Options shows graduation cap on stack of cash.

February 23, 2021

Presented by Michael G. Wendlandt: In response to the economic impact of COVID-19, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was Read More...
529 plan with college student opening book.

August 14, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: To parents with aspirations of sending their children to college or university, the costs associated Read More...
Should You Save for Retirement or for a Child’s College Education shows a family laying down with face in hands on grass.

June 1, 2020

Presented by Ben Murphy, CPA, PFS™: For parents, deciding how much to save for retirement versus what to set aside for a child’s education can be Read More...