financial aid

529 plan penalty exception cases (scholarship, disability, refund)

Have you ever wondered what happens to your 529 plan if your child receives a scholarship, faces a disability, or you need to request a refund? Navigating the rules around 529 plan penalty exceptions can be confusing, especially when life throws une…

King of Hacks•

Best Ways to Save for Your Child’s College (529 plan, scholarships, education savings)

Imagine the day your child receives their college acceptance letter, their face beaming with excitement and anticipation. Now imagine that joy being overshadowed by the stress of figuring out how to pay for it all. College education is an investment…

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