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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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Pick your education savings brackets

529 plans go head-to-head against alternative savings options. Which one can help families get to the education savings finals?

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29 ideas for using your 529 plan

529 plans are a popular way to save for education, but did you know that they offer much more flexibility than just paying for college? Explore some of the many ways you can capitalize on a 529 plan’s flexibility and how it can be a valuable tool in planning for your financial future.

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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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Benefits of using a financial professional for 529 plans

Financial professionals can help your family reach your education savings goals, working with your unique financial situation.

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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.