Fraud Blocker529 Plan Resources

529 Plan Resources

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Image for I’m 27: Here’s My Student Loan Repayment Strategy

Feb 24, 2020

I’m 27: Here’s My Student Loan Repayment Strategy

As important as it may feel to conquer your student loan debt, do not lose sight of setting money aside for your future. Develop a savings strategy that aligns with your financial goals.

Image for Tempus Fugit – Time Flies

Aug 9, 2021

Tempus Fugit – Time Flies

The most important thing about college savings was to begin. I do not know about other parents, but for me, one of my first thoughts after regaining my senses was about the cost of college.

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 Indiana 529 Plan: 5 Common Questions

Aug 29, 2022

Indiana 529 Plan: 5 Common Questions

A 529 plan is an investment account mainly for post-secondary education expenses. Money contributed is not deductible, but all earnings accumulate tax-deferred and are distributed tax-free if used for qualified education expenses.


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.