Keeping You Informed 

Historically, grandparents have had to navigate specific rules when gifting to grandchildren to prevent unintended financial consequences, including tax and financial aid considerations. However, recent changes to federal financial aid now exclude grandparent-owned 529 accounts from the student assets section of the aid calculation. This removes a drawback of these accounts that was a problem historically. This change makes them worth another look as part of a family’s broader financial plan for education funding.

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.

Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.

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!

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?

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.

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 article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

If you have school-age children, you’re intimately familiar with the often-hectic morning routines that make launching a rocket into space look easy. And, the longer the morning routine, the greater the likelihood of running late and forgetting items at home. To help combat this dilemma, we put together some tips for getting everyone up and out of the house on time, hopefully with fewer headaches for all involved.

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.

Setting your child up for a strong financial future is a process that can begin at an early age. Try these tips to start educating your son or daughter about how to make smart money decisions and create lifelong saving habits.

This blog will give a summary of the events that have transpired regarding student loan forgiveness in the US.

This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.

This article helps readers weigh the pros and cons of helping pay off your children's student loan debts faster.

Refinancing your student loans may save you thousands of dollars over the course of your loan. Is it right for you?

Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

The deadline for filing your FAFSA is June 30, 2021. If you have yet to complete this form for the 2021-2022 school year, follow these 5 steps.