College savings plans

Between the diapers, doctor visits, toys, formula and the delivery itself, having a baby is expensive. How can a mother-to-be get ready?

From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.

Securing higher education for your child while saving for retirement is no mean feat, as an advisor with firsthand experience juggling the two challenges explains.

A young lawyer and his wife are planning to have some well-educated kids. How can they get financially ready?

Understanding how gifted money will impact the student’s FASFA is critical.

After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.

A deep dive into all the critical questions, strategies and tax planning moves for clients and their university-bound children.

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.