Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Tips for Leveraging 529 Education Savings Plans

    Zane Byramji March 11, 2024

    You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.

  • Planning Strategies for Remaining 529 Balances

    Zane Byramji February 23, 2024

    If you saved more for college than you needed, here’s how make the most of the leftover funds.

  • 529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education

    Zane Byramji December 14, 2023

    Explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.

  • How to Prepare to Fund the Cost of College

    June 20, 2023

    As the cost of college continues to rise, proper financial planning is essential to saving enough—in a way that best suits your circumstances—to fund the cost of higher education.

  • Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?

    Edward F. Smith III May 2, 2023

    SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.

  • The Changing Landscape of 529 Plans

    Zane Byramji March 8, 2023

    Over the last few years, there have been a number of policy changes related to 529 plans due to the introduction of the PATH Act, Tax Cuts & Jobs Act, SECURE Act, CARES Act, and most recently the SECURE Act 2.0.

  • Evaluating Your College Savings Withdrawal Strategy

    Shurdonna Joseph February 6, 2023

    Congratulations—your child has been accepted into college! As you prepare for this exciting transition, it is likely that you have been saving for some time, and now you are ready to start withdrawing from your college savings account(s).

  • The Seven Smartest Ways to Pay for College

    Shurdonna Joseph February 2, 2023

    With the price of college continuing to escalate, many parents are finding it difficult to save enough.

  • The Family Conversation on College Planning

    Shurdonna Joseph January 18, 2023

    The topic of college planning is one of the most important conversations you can have as a family.

  • Giving the Gift of an Education to Your Next Generation

    Zane Byramji November 9, 2022

    Everyone knows and loves the feeling they experience when someone gives them a gift. That experience can be further heightened when the gift comes from a parent or grandparent, regardless of the recipient’s age.


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