Beyond Bulls & Bears

Navigating financial aid: New FAFSA rules and tips for families
College Savings

Navigating financial aid: New FAFSA rules and tips for families

Recent changes to the FAFSA form and process include a simpler form, fewer questions and a revised eligibility formula. Our Bill Cass highlights what you need to know to apply for federal financial aid for college.

Consider packing a legal safety net before students leave for college
Wealth Planning

Consider packing a legal safety net before students leave for college

College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies. Our Bill Cass highlights the key documents students can prepare before leaving for college.

College-bound high school juniors and seniors focus on a strong finish
Wealth Planning

College-bound high school juniors and seniors focus on a strong finish

The last two years of high school can be particularly important as students approach the final college decision. Our Bill Cass highlights some action items for students and parents.

Kick off your college planning during the first two years of high school
Wealth Planning

Kick off your college planning during the first two years of high school

Families may want to consider a comprehensive plan for college, including actions to take during the high school years, and consider how a 529 plan can help guide savings. Our Bill Cass offers details on college planning.

Advisors’ top 529 questions, answered
College Savings

Advisors’ top 529 questions, answered

Our recent 529 Month webinar focused on how 529 plans are used, the impact on federal financial aid, and expanded uses. Here are some of the leading topics discussed.

Reasons why a grandparent-owned 529 may make sense
College Savings

Reasons why a grandparent-owned 529 may make sense

A grandparent may choose to fund a 529 plan for a grandchild’s education. Our Bill Cass discusses key tax and estate planning considerations as well as the impact on student financial aid.

Decision made: Why 529 plans are a popular choice for education savings
College Savings

Decision made: Why 529 plans are a popular choice for education savings

For families saving for college, 529 plans remain popular. Our Bill Cass shares some key facts about 529 plans.

Consider a reset of college savings with a 529 plan
College Savings

Consider a reset of college savings with a 529 plan

Understanding the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts. Our Wealth Planning Director Bill Cass highlights several reasons to consider this strategy.

SECURE 2.0 creates new backdoor Roth opportunity
Legislation

SECURE 2.0 creates new backdoor Roth opportunity

Here’s a look at how a new legislative provision may be an opportunity to help jump-start retirement savings for children while saving for college at the same time.