Saving for College
Learn about the best strategies and products your clients can use when saving for college as well as the guidance needed when applying for financial aid.
‘What’s a 529 Plan?’ Americans Ask
By Melanie WaddellThe college savings plans now hold $179 billion, but less than a third of Americans actually know what a 529 plan is, according to a recent survey by Edward Jones.
August 31, 2012
Parents Plan to Pay About Half of College CostsWhile parents are planning to pay for about half of their childrens college costs, less than a third are on track to meet that goal, Fidelity Investments sixth annual College Savings Indicator found.
August 17, 2012
At Back-to-School Time, Tips for Saving and Paying for CollegeYour clients already feeling the pain of paying tuition? Reminders on how to save for college and how to offset your payments with tax credits and deductions.
June 21, 2012
TD Ameritrade Survey: Paying for College is Top Concern of “Generation Z”The top concern of young people ages 13 to 22, which the study labels Generation Z, are affording college (39%) and having a large student loan balance (39%). Nearly six in 10 (58%) of Gen Z parents who were surveyed say they took out their own student loans. And of...
June 12, 2012
The Money TabooOur current market condition has proven that millions of people around the world have failed to learn good spending and saving habits.
June 11, 2012
Prepaid 529 Plans Gain PopularityPrepaid 529 plan assets, up 2.6% in the first quarter, have been increasing since Q4 2011.
June 07, 2012
Pershing to Offer 529 College Savings PlansThe new offering allows advisors to open, fund and manage accounts electronically for their clients.
June 07, 2012
Pershing to Offer 529 College Savings PlansThe new 529 college savings plan is designed to help advisors overcome the hurdle of managing college savings outside their clients' portfolios.