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529 plan

How to Pay the College Bill

Congratulations! Your client's kiddo has been accepted to their dream school and maybe even received a great scholarship. Now it...

Saving for College & College Aid Pro™ Present: How to Pay the College Bill

We will show you how to help your clients pay for all 4 years of college down to the penny,...
new graduate hugging parents

Happy 529 Day! Celebrating Our Partners in Success

National 529 Day has arrived! Hear from five of our partners in success and learn how CAP has empowered their...
financial advisor giving 529 planning advice to a black family with a college bound student

National 529 College Savings Plan Day: How to Support Your Client’s College Planning Goals

529 Savings Plans are crucial for college-bound families. Here’s a brief overview of the 529 landscape (plus some marketing tips)...

What Expenses Can Be Paid from a 529 Plan?

Up to this point, parents have SAVED for college and SHOPPED for college. Suddenly, you come to a momentous occasion–you...

How to get more money in your 529 college savings plan

It takes a tribe to save and plan for the growing cost of education! Parents discover something shortly after the...

How to pay for college with a 529

Your clients have been saving in their 529 plans getting ready for that day when their student goes off to...

The Private College 529 Plan: A Unique Way to Save and Pay for College

What if parents could lock in today’s tuition for a child who won’t actually go away to college for many...
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