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The new Simplified FAFSA is here! Here’s a quick video with some tips that will help you get through it with a minimum of chaos and maximum of financial aid. 🔗
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Why Advisors Don't Recommend 529s
A lot of financial advisors tell clients not to use 529s for college savings. If that’s what yours says, you might ask whether they’re acting in your best interest.
Form 1098-T and 1099-Q
Form 1098-T is a tuition statement that students receive from their college. It serves two primary purposes:
Documenting eligibility to claim the American Opportunity Tax Credit or Lifetime Learning Credit
Documenting that the student was enrolled in a college and that 529 withdrawals up to net cost of attendance are therefore qualified
Form 1098-T isn't filed with your taxes; instead, you use the information to file and then keep it for your records.
The Truth About 529s and Financial Aid
What’s the secret sauce of 529s? It’s how great they are for financial aid purposes.
New Year’s Resolutions
Happy 2026! Last year I made a New Year’s Resolution and kept it. That makes me a self-appointed expert on New Year’s resolutions. Here are some resolutions for parents planning for college— and my expert advice on how to keep your resolutions.
Using Your 529's Gifting Page
If you really mean it when you say, “Please, no more toys!” you need to set up your 529’s gifting page.
Make Your List, Check It Twice
Applying to colleges this year? Here’s a last-minute checklist to make sure you end up with good choices.
2025 Rhodes Scholars
Rhodes Scholars are announced shortly before Thanksgiving every year. The recipient list serves as a reminder that plenty of colleges do an excellent job of preparing students to compete at the very highest levels.
Trends in College Pricing
News headlines to the contrary, college has become more— not less— affordable over the past several decades.
The Secret to Making Your College Years Count
Getting the most out of your college experience is more about the experience than the college. In fact, research has shown that six specific college experiences translate to long-term well-being.
Researching College Costs: IPEDS and the Common Data Set
How do you know what a college will cost you? There’s a lot of data out there that can help.
Student Aid Index vs Net Cost
The FAFSA’s Student Aid Index gets a lot of attention, but net cost is what you should pay attention to.
FAFSA: Ready, Set, Go!
The FAFSA is almost here. Here’s what you need to do to get ready to file it.
A lot of financial advisors tell clients not to use 529s for college savings. If that’s what yours says, you might ask whether they’re acting in your best interest.