8 min read
The 529 Plan: Choosing a College Savings Plan That’s Right for You
Many experts consider the 529 plan to be one of the best ways to save for college due to its tax benefits and relative flexibility. Here's more on why.
3 min read
An Upgraded Path to College
Last year, we added the ability for our clients with a 529 savings account to build a savings plan for their child’s future college expenses. We’ve spent time improving the service, so today we’re excited to open this feature to all clients – not just those with a 529 account! Whether you’re…
5 min read
How to Beat the High Cost of College
Last week I showed some of the different ways to think about financial aid as a means to understand -- and reduce -- the out-of-pocket costs of a particular college. This week, I want to share some of our research around some additional ways to reduce college costs. Several of these strategies have trade-offs, so it’s important for parents and students to start thinking early about their options. However, much like with financial aid, empowering yourself with knowledge will put you in a better position to help your son or daughter earn a college degree without some of the paralyzing costs.
5 min read
The Battle of the Tuition Bulge
When we decided to add college planning to our automated financial planning, the most comprehensive service of its kind from an automated advisor, we did a deep analysis around the actual projected costs of college to help families better prepare. Today I’ll share some of the important insights we’ve surfaced to…
3 min read
The Path to College
Today we’re thrilled to announce college planning with Path. Sound familiar? It should. Path is the most comprehensive automated financial planning and investing solution we launched earlier this year to help you build towards retirement. And now we’re making Path even better by adding college planning to help you prepare for your child’s academic future.
4 min read
You Don’t Need to be a Parent to Benefit from 529 Accounts
When I learned that our investment team, a group of talented PhDs, was helping our clients with the problem of saving for their children’s future college education and building our own tax-advantaged 529 college savings plan, I was excited because I have two eight year old girls and I…