College savings plans

As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered.

Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes with its challenges.

A mother-to-be in Maine is expecting not only a baby but a generous gift from her father-in-law. How should she make the most of it?

Between the diapers, doctor visits, toys, formula and the delivery itself, having a baby is expensive. How can a mother-to-be get ready?

From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.

Securing higher education for your child while saving for retirement is no mean feat, as an advisor with firsthand experience juggling the two challenges explains.

A young lawyer and his wife are planning to have some well-educated kids. How can they get financially ready?

Understanding how gifted money will impact the student’s FASFA is critical.

After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.

A deep dive into all the critical questions, strategies and tax planning moves for clients and their university-bound children.

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

With careful planning, they can be among the 72% of U.S. students to get need-based assistance.

There are attractive hedges against rising college tuition costs. But, not every student will benefit.

Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.

Of the six finalists at the fourth annual XY Planning Network fintech competition, half focused on addressing concerns of younger investors.

FINRA Rule 3210 typically requires permission for brokerage accounts.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.