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Excess 529 plan withdrawl

If a taxpayer does not qualify for education tax credits (American Opportunity / Lifetime Learning /...

FAFSA Appeal for incorrect EFC

My son has been eligible for the past 2 years for the Federal Pell Grant. He was denied the grant fo...

529 Establishment prior to child being born

If you were a childless couple and want to establish 529 for each spouse and each spouse would be th...

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guide to college savings planning

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guide to college savings planning

  • Get the book that has helped thousands of families get the information they need to start saving for college. Unbiased and objective, this 42-page book covers the basics on 529 college savings plans and other college savings accounts.
  • Whether you’re a parent looking to get a head start on saving for college, or a grandparent who wants to help their grandkids afford their dream college,’s Family Guide to College Savings is the perfect starting point.
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