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Invest in Your Child’s Future with a 529 Plan

A 529 plan is a great vehicle to start saving for your child’s college education expenses. Much like your 401(k) plan at work, 529 plans offer a set list of investments and the assets inside can grow tax free. We have created some projections to help you understand what balances you might expect if you save $50, $100, $200 or $300 monthly along with some key takeaways.

History of Education Debt

Student loan debt surpassed $1.7 trillion as of Oct. 2022. This is close to 10% of the U.S. gross domestic product. How did we get here, and what options do families have for financing higher education?

Education Savings: There’s No Time Like The Present

College saving is a topic near and dear to my heart, as we have a 17-year-old who is currently undergoing the college exploration process. It seems like just yesterday that we dropped him off for his first day of kindergarten. He looked so small walking into that big school with his little turtle backpack on. My wife and I both had tears in our eyes. Now he is towering over us at 6 feet, 2 inches tall, constantly eating and never gaining weight.

Hidden Costs of College

Congratulations! You have four years of tuition, room and board stashed away in your 529 plan, and your child hasn’t even graduated from high school yet. Now you can breathe easily, right? Well … maybe, maybe not.

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