Education Planning

For College Bound Students, the Time to File the FAFSA is Now!

October 1st, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Although the 2018-2019 school year has just begun for most students, it’s already time to file the Free Application for Federal Student Aid (or FAFSA) for the 2019-2020 academic year.  If you have a student in college or in their final year of high […]

Today is the Day to Show Some 5/29 Love!

May 29th, 2018|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

Paying for college can put a financial burden on families, but planning ahead can help relieve some of the stress. If you are wondering how to get started, you might consider a 529 Education Savings Plan and what better time to begin than 5/29. As […]

Summer Savings Strategies: 5/29 Day!

May 23rd, 2018|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

Next Tuesday is 5/29. Have You Started a Plan for Your Loved One’s Education?

National 529 Plan Awareness Day comes around every year on May 29th. This day celebrates the importance of preparing for future education expenses and the advantages of 529 Savings Plans. It’s a […]

Monday is 5/29!

May 26th, 2017|

By Debbie Placke, Vice President, Manager, Financial Planning Marketing and Tools

In addition to Monday, 5/29 being Memorial Day, it’s also National 529 College Savings Plan Day! Celebrate with us by evaluating your college savings plans for children, grandchildren, nieces and nephews alike!

If you have a loved one that will be going to college someday, there […]

How to Use a 529 Plan to Pay for College Expenses

September 1st, 2015|

By Theresa Fry, Vice President and Manager, IRA and Retirement Plans

It’s the time of year when parents have to say goodbye to their college age kids. Whether you have tears of sadness or joy at the thought of them being on their own, sending them off into the big adult world can be scary for […]