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Finding the perfect plan means looking at not only your state's plan but also plans of other states that might offer lower costs and better investment options. To help keep your stack time to a minimum, we've compiled a list of the best resources on the Web, as well as some tips on what to look for.
One of the worst-case scenarios for parents saving for college is the belief they have expenses tackled, only to find out at the last minute that they don't.
Make sure clients don't overlook 529 plans when making decisions about their children's education—or their own.
As tuition inflates, parents (and their advisors) should prepare for huge college bills in the coming years. Even community colleges are seeing major price hikes. Here are the latest costs—and calculators—for your financial planning.
Skyrocketing college costs mean you and your clients need to become experts on the various college savings vehicles. Here's a compilation of the latest rules and information you need to know about 529 plans, school loans, tax credits, and more.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025