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Category: Education Planning

7 posts categorized as "Education Planning"

How Do You Spell Financial Aid? F-A-F-S-A

Oct 1, 2019

By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning

October brings a lot of things…cooler weather, falling leaves, pumpkin spice everything, and if you are the parent of a senior in high school planning on going to college next year, probably a little panic.  That’s because it’s time to file the FAFSA. The Free Application for Federal Student Aid (or FAFSA) is the first step to uncovering if your student will qualify for federal financial aid,

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boy holding calculator

Summer Savings Strategies: 5/29 Day!

May 29, 2019

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

What is the significance of May 29 (5/29)? Today is recognized at National 529 College Savings Plan Day!

Do you know there is a way to save up for the big expense of a college education that has tax advantages which could help your savings accumulate considerably more growth than a typical taxable savings account? A 529 Savings Plan is an education savings plan that is designed to provide tax-advantaged savings for future education costs,

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

Oct 1, 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 school, the college financial aid game begins now!

How the Financial Aid Process Works

The FAFSA determines eligibility for federal financial aid awards for students. 

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

May 29, 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 part of a long term saving program a 529 Savings Plan may be a good option since they receive both federal tax-deferral on earnings as well as tax-free distributions for qualified educational expenses.

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Summer Savings Strategies: 5/29 Day!

May 23, 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 good time to think about how your children, grandchildren, or other important children in your life will be able to pursue their education goals.

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Monday is 5/29!

May 26, 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 isn’t a better time to start savings to ease those costs. A 529 plan is an excellent choice for building those savings with tax-free growth on investments if the funds are ultimately used for qualified expenses.

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How to Use a 529 Plan to Pay for College Expenses

Sep 1, 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 both of you.

Financially, you may still have lingering questions.

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