Patricia Roberts is a former college student who had to borrow thousands of dollars in student loans to help her pay for school. But once she became a parent, she didn’t want her daughter to suffer through the same struggle. She used a 529 plan to save and invest money for college tax-free, and her daughter graduated college with zero debt. Along the way, Patricia became an expert in 529 plans and founded a company and platform that helps parents learn about them and make their own 529 investments. Listen to my interview with Patricia to learn more about 529 plans and why they’re such a great option. Listen Now…
College financial planning ultimately comes down to figuring out how you’re going to pay for college. Typically this is the responsibility of parents.
There are five key parts to a good college financial plan.