The number of ways to save for children has expanded with the creation of 530A accounts by last year’s One Big Beautiful Bill Act, which are commonly referred to as “Trump Accounts.” These savings vehicles provide families with more ways to build wealth across generations, but require consideration for how they are prioritized and interact as part of a holistic financial plan.
Starting in 2026, families can open 530A accounts — also known as "Trump Accounts" — for eligible children under 18. Learn how they work, who qualifies, contribution limits, and how they may factor into long-term family savings.
The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, includes many provisions that affect higher education. Here are some key changes and the implications for students, parents, and colleges.
529 plans were originally created in 1996 as a tax-advantaged way to save for college. Over the past several years, Congress has expanded the ways 529 plan funds can be used, making them a more flexible and versatile savings vehicle.
Having a baby is an incredible, life-changing experience, but it’s also a major financial commitment. Here, we share some financial planning tips for new parents as they not only survive but thrive with their new baby!
September is National College Savings Month! Use this month as an opportunity to learn more about how to save for college.
Being able to leave a legacy for your children and grandchildren is important - but did you know an inheritance could affect financial aid for some college-bound students?
“Is it too late to save for college?” Saving for higher education tax efficiently is possible no matter when you start.
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
What are the top 10 largest university endowments, including both private and public universities? These endowments, often built over decades or even centuries, support an institution's academic mission, fund research, provide scholarships, and ensure its overall financial health.
As you step into the “real world,” one of the most crucial skills you can develop is financial literacy. Here are some tips to help you navigate the exciting yet challenging journey toward financial independence. Here are some financial tips to help set recent graduates up for success.
This blog will explain some of the changes to FAFSA for the 2024–2025 school year and what families need to know when applying for federal financial aid.
This blog shares tips for saving for college in honor of National College Savings Month in September.
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition.
For some households, student loan debt is their biggest monthly expense (after their mortgage). Chances are, these are people who borrowed $100,000 or more to earn an advanced degree, usually in law or medicine. If you or someone you know has over $100,000 of student loan debt, there are some ways to retire it! Here are just three options:
Is the cost of higher education worth it?
This blog will discuss education savings programs, including 529 plans and other options.
This blog will give a summary of the events that have transpired regarding student loan forgiveness in the US.
Every year, the College Board releases new college cost data and trends in its annual report. The figures published are average cost figures based on a survey of approximately 4,000 colleges across the country. Here are cost highlights for the 2022-2023 year.
This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.