Beyond Bulls & Bears

529 plans: Not just for college
Wealth Planning

529 plans: Not just for college

529 plans offer tax-free savings for a variety of education expenses, including K-12 tuition, vocational training and apprenticeships. Our Bill Cass discusses the trends in 529 savings plans.

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.

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.