New IRS guidance is out on 530A “Trump Accounts” for children—covering contributions, investments, and the federal $1,000 pilot deposit. If this is on your radar for family planning, we breakdown of how they work.
The One Big Beautiful Bill Act reshapes borrowing limits, repayment plans, Parent PLUS and Grad PLUS loans, Pell Grants, and even what counts as a qualified 529 expense. We break down what’s changing—and what it could mean for students, parents, and colleges
Paying off student loans doesn’t have to feel overwhelming. From Section 529 plans to employer benefits and new provisions under the OBBBA, there are tax-smart ways to lighten the load.
Big changes are coming for student loans, 529 plans, and college costs. The One Big Beautiful Bill Act reshapes borrowing limits, repayment options, and even taxes on wealthy universities.
Federal student loan rates for 2025-2026 halt upward trend! Interest rates on federal student loans for the 2025-2026 school year will decrease slightly, after four straight years of increases.
As of May 5, 2025, borrowers with defaulted federal student loans will be referred to a federal debt collection service and may eventually be subject to wage garnishment.
Think 529 plans are just for college? Think again. From K–12 tuition and apprenticeships to student loan repayment and even Roth IRA rollovers, today’s 529 plans offer more flexibility than ever — making them a powerful tool for education funding and estate planning.
College costs are on the rise! Discover key 2024–2025 trends, insights into net price calculators, and what the FAFSA delays mean for you.
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.
The FAFSA for the 2025–2026 school year will open on December 1. From understanding the Student Aid Index to creating your FSA ID, we’ve got tips to help you navigate the process smoothly.
