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Content library

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

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Brochures

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.

Brochures

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.

Brochures

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.

Flyers

New education savings opportunities for New Mexico residents

Explore some of the many ways New Mexico residents can capitalize on a 529 plan’s flexibility and how it can be a valuable tool in planning for your financial future.

Presentations

Introduction to 529 plans

A 529 plan is a tax-advantaged investment vehicle within the United States designed to save for future higher education expenses for a specified beneficiary.

Presentations

Comprehensive educational savings overview presentation

Use this comprehensive presentation to cover key details of the education landscape, 529 plans, and the benefits of investing with Scholar’s Edge.

Presentations

Scholar's Edge 529 information for investors

Information on the Scholar's Edge 529 Plan and how it may be a good fit for your investment plan.

Presentations

Help your grandchild's education dream come true with Scholar's Edge

Information on 529 plans that grandparents may find useful in their investment plan.

Presentations

Saving for your children's future

A general overview of education costs, 529 plans and why Scholar's Edge may be right for you.