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Content library

Access literature and forms to help manage your education savings needs.

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Saving for education: A new parent checklist

Start your child's education savings journey with confidence using this savings checklist for new parents and enjoy peace of mind.

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The benefits of 529s for grandparents

The benefits of 529s for grandparents: Grandparents have more opportunities than ever before to maximize the financial contributions they make to their grandchildren’s education. Here are four ways to integrate 529 plans into your financial plan.

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Achievement starts early

New or soon-to-be parents face many competing demands. Here are six reasons why it’s important to start saving early for education and how doing so keeps goals on track.

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Rising education costs: Inflation whitepaper

Inflation is top of mind for many consumers today. As inflation goes up, paychecks and education savings accounts alike need to stretch a little further. Explore our insights on tuition inflation and practical tips for managing the financial pressure of higher education.

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Navigating market cycles whitepaper

During unpredictable financial markets, it can be tempting to deviate from your education savings plan. While this is natural, it’s important to avoid impulsive decision-making, as it can lead to unwanted financial outcomes.

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SECURE Act 2.0 overview

SECURE Act 2.0 has opened up a new and powerful planning avenue for education and retirement savers.

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FAFSA bulletin

Those applying for financial aid will begin to see a redesigned and streamlined FAFSA form and the replacement of the Expected Family Contribution (EFC) with the Student Aid Index (SAI). What you need to know to navigate the new FAFSA.

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Employer matching for student loan repayment

Industry regulation continues to make it easier to achieve both education and retirement goals. As part of SECURE Act 2.0, employers can match an employee’s student loan repayment with a contribution into their retirement plan.

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Scholar’s Edge 529 Spanish brochure

¿Por qué invertir en plan 529? Un Plan 529 es una de las mejores maneras de ahorrar para la educación e invertir hoy puede significar más dinero ahorrado para el futuro.

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Accelerated gifting with 529 plans

Learn about how accelerated gifting works with 529 plans a part of your estate planning.

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Education savings checklist for families

Tips for how to have a conversation with kids focused on saving for education costs.

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Scholar’s Edge 529 portfolio options

View year of enrollment, target risk and individual portfolios.