Families Seek Savings Safety

Families Seek Savings Safety

ThankAdvisor shares a new survey showing Americans are coming down on the side of safety in the wake of the Covid-19 pandemic—it finds that 72% are interested in protection-type financial products. Advisors: Are you equipped to discuss prepaid 529 plans with clients...
From the Beginning

From the Beginning

Andrew Spargo likes his newspapers—the printed version—not the online sites. So he was reading The Wall Street Journal in 2003 when he saw an ad for a new way to save for college, called Independent 529. (It’s now Private College 529 Plan.)  At the time, Andrew and...
Doubly Good College Savings

Doubly Good College Savings

Ken and Trina Weingarten know finances and believe strongly in higher education. They have made saving for their daughters’ (Sofia and Elena) college expenses a high priority since they were young.    The couple has operated Weingarten Associates, a financial and tax...
Member Colleges Tackle COVID-19

Member Colleges Tackle COVID-19

The students may be home finishing the academic year online, but there’s still plenty of activity on college campuses. Many institutions, including members of Private College 529 Plan, are actively engaged in fighting Coronavirus in their local communities and beyond:...
Ask the Expert: Financial Aid Appeals

Ask the Expert: Financial Aid Appeals

Q.Our family’s financial situation has changed since we completed the financial aid applications. Can we appeal our financial aid award?   A.If affordability is a concern, especially at the student’s top choice college, please contact the financial...
Lessons from the Great Recession

Lessons from the Great Recession

John Heidbreder had funds from an inheritance from his father and he had a great plan – use the money to pay college tuition for his two daughters. In 2003, he put those funds into Private College 529 accounts for each daughter. College tuition was rising sharply...
Ask the Expert: The Award Letter

Ask the Expert: The Award Letter

Q.The award letter is for next year only. Can we expect the same amount of financial aid every year?   A. Because a family’s financial circumstances can change, you are required to apply for financial aid each year and the college will reevaluate the student’s...
Calculating Financial Aid Eligibility

Calculating Financial Aid Eligibility

Eligibility can vary significantly from one college to the next simply because of the COA. At College A, the student can receive up to $40,000 in financial aid, but is only eligible for up to $10,000 at College B. Colleges determine eligibility for need-based...
Ask the Expert: Waitlists

Ask the Expert: Waitlists

Q.My high school senior was waitlisted at one of the colleges they applied to. What happens next?   A.First, provide encouragement. A wait list offer means the college would like to admit the student if a space opens up—they should feel great about that! We...
Ask the Expert: Building the College List

Ask the Expert: Building the College List

Q.What’s the right number of colleges to apply to?   A. We’ve seen an increasing trend of students applying to more and more colleges—it’s not uncommon to find students applying to over ten or fifteen schools these days. However, the true driver of success...
Top 5 FAFSA Tips

Top 5 FAFSA Tips

The Free Application for Federal Student Aid, or FAFSA, is required by all colleges, and in some cases, it’s the only application needed to award financial aid from all sources. The FAFSA can be completed online at FAFSA.gov as early as October 1st to apply for the...
Admissions Application Cycles

Admissions Application Cycles

Many colleges offer both early and regular application cycles giving students flexibility to apply when the timing is right for them. Students need to be aware of the application options and deadlines for each college on their list, and then decide when to apply based...