College funding, when done right, is about much more than just writing the check.

To plan comprehensively for college, a family should consider how to get accepted at the best possible schools and to create a customized strategy for finding the right fit, how to maximize both need and merit-based aid, and of equal importance, how affording a college education for your child(ren) fits within the context of a comprehensive financial plan.

Over the years, we have done our due diligence and curated some of the best professionals and organizations as resources for you.  Please feel free to connect with these firms directly, and let them know that The College Funding Coach® sent you. Be sure to let us know how your experience was; and, if you have someone we should consider adding to our list, please let us know!

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Beginning in 2024, 529 Plans Can Fund College and Retirement

Beginning in 2024, leftover money in a 529 College Savings Plan can be redirected to a Roth IRA without penalty for a qualified beneficiary of any income level. For this…

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