Fraud Blocker529 Plan Resources

529 Plan Resources

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Image for Excess 529 Money…hmmm, what to do?

Jul 27, 2020

Excess 529 Money…hmmm, what to do?

Having money left over in a 529 account may be viewed as a problem, but it is a problem most of us would love to have.

Image for COVID-19: Impact on Student Loans & 529 Plans

Apr 20, 2020

COVID-19: Impact on Student Loans & 529 Plans

Many students have financial decisions to make due to the COVID-19 pandemic. How does the CARES Act affect student loan borrowers and those who used a 529 plan for college expenses?

Image for 529 Savings Plans: Use for K-12

Aug 27, 2018

529 Savings Plans: Use for K-12

Can you pay for k-12 tuition with a 529 plan? You can now! While this could have a nice tax advantage for families that save, there is some very important information to understand first. We’ve broken down the benefits, the potential traps and ways to get around them.

Image for Completing a FAFSA? These Easy Steps Can Save You Time and Money

Oct 18, 2021

Completing a FAFSA? These Easy Steps Can Save You Time and Money

Following these four steps will take some time, but probably not as much time as you think. And, when you follow these steps, the likelihood of qualifying for financial aid increases incalculably.


What You Need to Know to Save For College and Save On College

The cost of attending college continues to rise and there is little we can do to alter this trend. If you are planning to assist with education costs for your children, you'll not only have to start saving earlier but you'll have to save smarter as well. “Education Funding” covers the pros and cons of the most popular savings vehicles. It also provides information on funding sources and gives you some financial strategies that can help your education funds go further.

Download the eBook

this is our ebook - so we can add from the Resources page if there's anything there as well.

Schedule a Consultation

We have helped our clients answer these questions and more. If you want a clear understanding of your financial future, and need help making changes to reach your goals, schedule a consultation and we can get started.

Schedule a Consultation

Looks like there's a SAC area automatically at the bottom of an infographic added with the Module - Mojo hopefully can fix that.

Also, I could not get a single FAQ/Ask Bedel (or a selected set) to filter in so would need to work on that.