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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.
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.
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.
Scholar's Edge 529 enrollment kit
The Scholar's Edge 529 Plan enrollment kit contains materials needed to enroll in the plan, including the investor brochure, enrollment forms and the plan description.
Scholar's Edge plan description and participation agreement
This plan description and participation agreement describe the terms of your account with Scholar's Edge.
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.
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.
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?
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.
SECURE Act 2.0 overview
SECURE Act 2.0 has opened up a new and powerful planning avenue for education and retirement savers.
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.
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.