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If you have eight semesters to pay for, the question is: Which funds to use when?
Skyrocketing college costs mean you and your clients need to become experts on the various college savings vehicles. Here's a compilation of the latest rules and information you need to know about 529 plans, school loans, tax credits, and more.
As tuition inflates, parents (and their advisors) should prepare for huge college bills in the coming years. Even community colleges are seeing major price hikes. Here are the latest costs—and calculators—for your financial planning.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025