College Savings & 529 Plans

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 into my kids 529 plans. As a financial planne I helped hundreds of clients do the same, from the day their child was born to...

Are you feeling overwhelmed by the rising costs of college education? Worried about how to pay for tuition and expenses when you go to college? Don't worry, you're not alone! Many students and parents face the challenge of financing higher education. But fear not! In this article, we'll explore different...

As a financial planner for almost 3 decades, I’ve seen more families stressed out by the FAFSA website than by the stock market. You’ve spent hours gathering tax documents and personal information, only to be stopped by a vague, infuriating message: "FAFSA On The Web Has Encountered An Error." Take a...

As a financial planner for nearly 30 years, I’ve seen more families stressed out by the FAFSA website than by the stock market. You’ve spent hours gathering tax documents and personal information. Only to be stopped by a confusing financial aid form that feels more like a roadblock to...

That sinking feeling in your stomach is real. You just realized you missed a FAFSA® deadline, and your mind is probably jumping to the worst-case scenario: no college, huge loans, and a very disappointed family. "I Missed The FAFSA Deadline Am I Screwed?" Before you spiral, take a deep breath. You...

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 sat in cash. Here’s the truth nobody tells you: a 529 plan isn’t just a “college piggy-bank,” it’s a turbo-charged education savings vehicle. With tax-free growth, penalty-free tuition...

Florida Prepaid vs. 529 Plan? It feels like a choice between a rock and a hard place. Betting on the stock market versus betting on your child’s entire future. Who This Guide Is For: Florida families choosing between Florida Prepaid and 529 plans face significantly different financial outcomes in 2026. With...