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Your 529 Plan Questions, Answered
We address common questions about 529 plan investment menus, fees, withdrawals, and more.
What Can a 529 Plan Be Used For?
A list of qualified education expenses and tax benefits.
An Investing Road Map for Midcareer Accumulators
Key financial priorities for investors in the peak earnings years of their 40s and 50s.
Why You Should Fill Out the FAFSA (Even if You Think It’s a Waste of Time)
The student aid application for the 2024-25 school year is open. Don’t skip it.
The Best 529 Plans for 2024
Morningstar rates these plans as the two top choices for college savers today.
Saving for College: What I Did Right and What I’d Do Differently
How and where you save for your child’s education can be as important as how much you save.
Morningstar 529 Ratings: The Best Plans of 2023
These states claimed the top spots, and one Gold Medalist was downgraded.
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
Plus, insights on new-home sales, FedEx earnings, and rising bond yields.
Student Loan Repayments Are Back. What Does That Mean for Your Financial Plan?
Tips on how to pay your student loans and still meet other financial goals.
My 8 Biggest Financial Mistakes
I’ve avoided most of the major pitfalls, but I don’t have a perfect record.
529 Plans: What’s Changed and What’s the Same?
Six charts on movements in fees and assets amid rising education inflation.
2 Top-Rated 529 Plans
These two high-quality 529 plans can help you invest for future education.
Strategies for Making College More Affordable
Plus, tips on the application process, how choice affects success later in life, and more.
Ann Garcia: How to Pay for College
The financial planner and author discusses the college application process, strategies for making college more affordable, and how college choice affects success later in life.
Big Banks Bracing for a Recession
Also, Disney strikes back in a proxy fight, and two 529 plans earn top marks.