Strategies for Making College More Affordable Plus, tips on the application process, how choice affects success later in life, and more. Dawn Rescigno Jan 27, 2023
Ann Garcia: How to Pay for College The financial planner and author discusses the college application process, strategies for making college more affordable, and how college choice affects success later in life. Christine Benz and Jeffrey Ptak, CFA Jan 24, 2023
Big Banks Bracing for a Recession Also, Disney strikes back in a proxy fight, and two 529 plans earn top marks. Morningstar Jan 23, 2023
3 Notable Changes in Secure Act 2.0 for Advisors Roth IRAs, charitable distributions, and 529 conversions deserve advisors’ attention. Sheryl Rowling Jan 23, 2023
The Best 529 Plans for 2023 These plans earn Morningstar’s highest rating. Susan Dziubinski and Patricia Oey Jan 5, 2023
Our Top Financial Resolutions for 2023 Morningstar staffers resolve to sell losers, pick winners, and prioritize our children’s futures. Ruth Saldanha Dec 20, 2022
Morningstar 529 Ratings: The Top Plans and What They Offer Michigan Education Savings and Utah’s my529 remain at the top; Vanguard age-based plans get a Process downgrade. Patricia Oey Nov 2, 2022
What Student Loan Forgiveness Means for Your Finances It’s a good time to take a fresh look at your complete financial picture if part of your debt will go away. Amy C. Arnott, CFA Sep 2, 2022
5 Questions About Student Loan Forgiveness We examine the impact of President Biden’s plan on both individual households and the larger economy. Lia Mitchell and Karen Wallace Aug 29, 2022
What to Do With Extra Money in Your 529 Plan Families with more assets than they need in a tax-advantaged education savings account have options. Amy C. Arnott, CFA Jul 1, 2022
5 Charts Tracking Recent 529 Savings Plan Trends A deeper look at how 529s have evolved. Patricia Oey May 25, 2022
What Is a 529 College Savings Plan? Learn how a 529 plan can help pay for certain educational expenses. Keith Reid-Cleveland May 24, 2022
Vanguard Maintains Its Lead in 529 Plans Capital Group and Fidelity round out the top three. Patricia Oey May 17, 2022
Addressing Common 529 Plan Concerns We answer your questions about 529 college savings plan investment choices, fees, impact on aid, and withdrawals. Patricia Oey May 5, 2022
How Much Are 529 Plans' Tax Benefits Worth? The tax benefits of 529 education savings plans, though complicated, are worth knowing. Patricia Oey Apr 25, 2022
529 Education Savings Plans That Receive Top Marks Looking for a way to tax-consciously invest for future educational expenses? A top-rated 529 plan could be an answer. Patricia Oey Apr 14, 2022