List of “Eligible Expenses” for 529 Plans

List of “Eligible Expenses” for 529 Plans

One of the major friction points for parents when deciding to enroll in a 529 college savings plan is the potential consequences of not using the funds for eligible, or “qualified,” higher education expenses.  It’s no surprise, qualified expenses for...
How to Ask for College Fund Money Instead of Gifts

How to Ask for College Fund Money Instead of Gifts

Millennial parents are tired of their little ones getting “stuff.”  There’s “stuff” all over the house – all over the floors – and more “stuff” is constantly coming in by thoughtful friends and relatives. Rocked by student loans from their own college degree,...