College Savings & 529 Plans

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Florida Prepaid College Plan: Lock In Tuition, Peace of Mind –A Planner’s Guide (2025)

College tuition feels like a runaway train, doesn't it? For many Florida families, that train is headed straight for their savings, and the anxiety is...

Florida Prepaid College Plan: Lock In Tuition, Peace of Mind –A Planner’s Guide (2025)

College tuition feels like a runaway train, doesn't it? For many Florida families, that train is headed straight for their savings, and the anxiety is...

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Florida Prepaid College Plan: Lock In Tuition, Peace of Mind –A Planner’s Guide (2025)

College tuition feels like a runaway train, doesn't it? For many Florida families, that train is headed straight for their savings, and the anxiety is...

Smarter College Savings With 529 Plans: Answering Common Questions & Concerns

Is your 529 plan a source of hope, or a little bit of a headache? If you're like many parents I've talked to over...

Confused? Which Types of College Savings Accounts To Choose From?

Did you know that college costs have gone through the roof lately? I'm talking a whopping 25%-30% increase in just ten years! Crazy, right? But...

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Florida Prepaid College Plan: Lock In Tuition, Peace of Mind –A Planner’s Guide (2025)

College tuition feels like a runaway train, doesn't it? For many Florida families, that train is headed straight for their savings, and the anxiety is...

Smarter College Savings With 529 Plans: Answering Common Questions & Concerns

Is your 529 plan a source of hope, or a little bit of a headache? If you're like many parents I've talked to over...

Confused? Which Types of College Savings Accounts To Choose From?

Did you know that college costs have gone through the roof lately? I'm talking a whopping 25%-30% increase in just ten years! Crazy, right? But...

Florida 529 Plan Guide 2025: Savings vs. Prepaid, Clearly Explained

What parent doesn't dream of a bright future for their child? As a personal financial planner for almost 30 years, I’ve sat with hundreds...

Using a Roth IRA for College: A Planner’s Guide to the Hidden Traps

As a retired financial planner and a father of two college-aged sons, I’ve spent countless hours at the kitchen table with families mapping out...

Unused 529 Funds: Your 529 Plan to Roth IRA Rollover Guide (2025-2026)

My oldest son just graduated from college. My youngest is a sophomore. For almost 30 years, like many of you, I've diligently put money...

Paying For College: 19 Ways to Pay For College and Higher Education

Are you feeling overwhelmed by the rising costs of college education? Worried about how to pay for tuition and expenses when you go to...

529 Plans: The Ultimate Guide to Saving for College (2025)

On March 14, 2025, I watched the Robinsons’ jaws drop when they saw their 529 plan had yielded just 0.8% over five years—because it...

Florida Prepaid vs. 529 Plan: A 2025 Planner’s Verdict

For 25 years, I watched good, smart parents tie themselves in knots over this exact decision. They'd come into my office with stacks of...