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...
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...
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...
Student loan repayment image of man searching on computer

June 24, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Graduating from college is certainly cause for celebration! But for many graduates, earning a higher Read More...
College savings plans

November 27, 2017

Presented by Kris Maksimovich: The cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for Read More...