Education fund-amentals

Learn more about investing for your child’s education, no matter how old they are.

Article
Education
College knowledge: Debunking 529 plan myths

Learn how to maximize the potential tax advantages of 529 savings plans by understanding these common myths.

By Tricia Scarlata
4 minute read

The basics

Article
WealthFocus
When is a custodial account a good choice?

What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.

By Adam Frank
10 minute read

Article
Education
Strategies for paying off student loans

When it comes to student loans, it can be helpful to understand your payment terms and explore strategies for paying less.

By China Llanos
6 minute read

Article
College planning
How to invest consistently for your children’s education

529 plans have long been the popular choice for college savings. Learn about the tax advantages of 529s and their potential role in securing your children’s educational future.

By Mary Mannion
5 minute read

Which 529 plan is right for you?

Article
Education
What is a 529 plan?

A 529 plan is a tax-advantaged investment account to help cover educational expenses. Learn how to contribute to a 529 plan, how it works, and the pros and cons.

By The Know Editors
4 minute read

Article
College planning
529 plans and their 2023 gift limits

Although creating an account to fund education expenses may sound complex or like an option that’s only for wealthy people, anyone can do it. Keep reading to learn more.

By Mary Mannion
3 minute read

Article
Planning Essentials
Back to school: A financial checklist for parents of elementary school-aged children

While back-to-school items such as a backpack and pencils are standard, you may not have thought about September as a good time to check in with your child’s 529 plan or sized up for next summer by taking advantage of end-of-summer clothing sales. Below are five financial items to consider crossing off your list for September.

By Andrew Berry

College corner

Article
Investing Essentials
Strategies for reducing credit card debt

Effective strategies for reducing credit card debt, from disciplined budgeting to negotiating with creditors, can help improve your financial mobility. Learn more here.

By Megan Werner
3 minute read

Article
Education
How to save for college during market volatility

When markets are in turmoil, it's a good time to check in on your strategy for education savings

By Tricia Scarlata
3 minute read

Article
College planning
Saving for college during a recession

Saving for college can be hard enough without a recession. Keep reading to learn how to manage both.

By Mary Mannion
4 minute read

Just for parents

Article
Invest in yourself
Financial checklist for new parents

Becoming a parent for the first time involves a lot of new responsibilities. Here are some things you’ll need to be aware of financially.

By Megan Werner
6 minute read

Article
Planning
Sandwich generation: How to manage caring for parents and kids

The sandwich generation refers to middle-aged adults who are caring for their children and aging parents at the same time. Keep reading to learn how to manage both.

By Mary Mannion
5 minute read

Article
Retirement
Which should I save for first: my retirement or my child's college education?

Saving for retirement and funding your child's college education can both be accomplished with careful planning. Follow these tips to focus on your savings as you consider investments for retirement and education.

2 minute read

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Disclosures

Depending upon the laws of the home state of the customer or designated beneficiary, favorable state tax treatment or other benefits offered by such home state for investing in 529 Plans may be available only if the customer invests in the home state‘s 529 Plan. Any state-based benefit offered with respect to a particular 529 Plan should be one of many appropriately weighted factors to be considered in making an investment decision; and you should consult with your financial, tax or other adviser to learn more about how state-based benefits (including any limitations) would apply to your specific circumstances.