Enjoy the Tax Advantages of Investing in a CollegeCounts 529 Plan

Tax season is a time of mixed emotions.

For many, there’s the added stress of doing your taxes—especially if you wait until the last minute. But for some of us, there’s a light at the end of the tunnel in the form of a tax refund.

Yes, doing your taxes can be a chore, but there’s one […]

2018-03-26T11:42:18+00:00March 26th, 2018|

CollegeCounts Scholarship Applications Are Due March 1

Regularly contributing to a CollegeCounts 529 plan is a fantastic way to help ensure that your children or grandchildren get the quality college education they deserve.

And it’s even easier when your students are earning scholarships.

We understand that, for many families, need-based scholarships are a necessity when it comes to […]

2018-02-16T16:42:56+00:00February 16th, 2018|

Save Just $25 Out of Each Paycheck to Kick-Start Your Child’s College Fund

Saving for college can feel like a daunting task, especially when January rolls around. It’s the time of the year when you’re filing your taxes for last year and balancing your budget for the upcoming year.

Yes, looking at tuition rates for even the most affordable college can make saving for college […]

2018-02-06T14:03:29+00:00January 31st, 2018|

Investment Change and 529 Tax Law Changes

Here are several important Plan updates:

  1. Removal of Vanguard Intermediate-Term Bond Index 529 Portfolio
    CollegeCounts provides ongoing monitoring and due diligence for the investment options offered in the plan. Based on that process, the Vanguard Intermediate-Term Bond Index 529 Portfolio will be removed as an Individual Fund Portfolio on February 6, 2018. Current assets invested […]
2018-01-10T13:19:51+00:00January 10th, 2018|

This New Year, Resolve to Save to Your Child’s College Education

New Year’s resolutions are great in theory, but we all know the secret—you have to make it realistic.

Yes, paying for college may seem like a daunting task, but when you start early and contribute often, it alleviates much of the pressure. Small contributions at regular intervals really add up, especially over the course of 18 […]

2018-11-15T14:07:11+00:00December 7th, 2017|

Take Advantage of the 2017 Tax Benefits Deadline by December 31

The holiday season is fast approaching, and with it comes the end of the 2017 calendar year.

If you’ve been waiting for the right time to contribute more than the regular amount to your child’s CollegeCounts 529 fund, now’s the perfect opportunity!

Remember, any contribution made on or before December 31 (or postmarked by December 31, if […]

2017-11-06T13:44:34+00:00November 6th, 2017|

Five Reasons Why It’s Never “Too Early” To Start Saving For College

Whether it’s college coursework, paying bills, or setting doctor’s appointments, even the best of us procrastinate from time to time.

One thing you shouldn’t procrastinate on: Saving for college.

This is a common reason for putting off saving for your children’s college tuition. Many parents and grandparents believe they don’t have enough income to spare, so they […]

2017-11-06T13:50:43+00:00October 23rd, 2017|

Celebrate College Savings Month By Opening An Account Today

September is officially College Savings Month!

Of course, if you’ve got a CollegeCounts 529 account, this is probably a topic that’s already near and dear to your heart. But the importance of saving for college is a message that still needs to be spread.

According to research from Sallie Mae, 86 percent of parents and guardians believe […]

2017-11-06T13:51:42+00:00September 21st, 2017|

The Best College Savings Plans, 2017

By NELLIE S. HUANG, Senior Associate Editor
From Kiplinger’s Personal Finance, September 2017

These state-sponsored 529 programs offer tax breaks, low fees and well-managed portfolios.

Helicopter parenting may not be all bad. Those hovering moms and dads, who like to weigh in on which teacher or coach their child gets, seem to be just as passionate […]

2017-08-14T13:33:06+00:00August 14th, 2017|

So I’ve Signed Up for a 529 Plan. What Next?

Setting up a CollegeCounts 529 savings plan is easy. The whole process only takes about 10 minutes, and all you need is your information, the name and social security number of the beneficiary (ie: future student), as well as your bank information.

Once that’s done, some of you may be thinking, “What’s next?”

Simply put, don’t let […]

2017-08-14T11:05:42+00:00August 14th, 2017|