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Saturday, May 17, 2025

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14 results found for “Education planning”.

The price of college admission: How paying for higher ed can start long before getting in

From application fees to test prep and consultants, the expenses just to apply to college have some families dipping into education savings long before acceptance letters arrive.

Lawyer up: Why more students are turning to law school

Historically, law school applications tend to rise during periods of economic volatility. Increased interest in law school isn’t just about an alternative to job-seeking: There’s a values shift happening as well.

School rules: College savings can help fund your retirement

2024 brings the option to roll money from a 529 college savings plan into a Roth IRA. Check out the requirements and when this could make sense for you.

Unraveling the 403(b): Eligibility, withdrawal rules & taxes

A 403(b) plan is similar to a 401(k) plan with a few exceptions. Here's how 403(b) plans work, as well as the pros and cons of investing in this type of retirement plan.

Smart strategies for managing student loan debt in retirement

Student loans are a powerful tool for affording education. For seniors, student loan repayment can significantly impact their ability to save or spend in retirement.

The backpack math: Cost of school supplies up 24%

The cost of school supplies is up 24% as parents plan to spend an average of $875 on back-to-school items this year. 

How to apply for a student loan

Are you heading to college or waving off a high school graduate? Learn about the different types of student loans, how to apply, who is eligible, and more.

What does it mean to refinance student loans?

Refinancing your student loan can help you save money on your monthly payment and interest. Learn more about the benefits, downsides, and if refinancing is right for you. 

How to consolidate and refinance your student loans

Student loan consolidation is the process of combining multiple separate loans into one new loan. Here's how to consolidate your loan and the potential benefits.

What is wealth management?

Learn about holistic wealth management and how it takes into account your personal goals, major life events, and the future you see for you and your family.  

How a third of American households are bracing for $1,000 monthly student loan bill

With federal student loan payments resuming in October, here's how U.S. households are approaching the change, plus tips from a financial professional on adjusting your budget.

Back-to-school spending comes with a hefty price tag

To learn how parents and students are approaching summer and back-to-school spending, we surveyed over 1,000 Americans about their needs for the school year, their budgets, and where they find the best deals.

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