Saving for College with a 529 Education Plan

Chief Investment Officer Kevin Grogan shares the basic guidelines and principles concerning this popular savings plan and answers commonly asked questions.

Funding a College Education with Taxes in Mind

While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. According to a recent study, a year of tuition, books, supplies and day-to-day living expenses at a four-year university will cost on average […]

Making Sense of Education Savings: What’s Right for You?

Feeling overwhelmed by your college savings choices? It’s no wonder – there are myriad options, and which ones are a good fit will depend on your specific circumstances. Whether you’re saving for college, graduate school or some other educational credential, working alongside an advisor who understands the available savings vehicles and their rules can help […]