Legislation August 20, 2026
Husted Introduces Bill to Let Homebuyers Tap 529 Savings for Down Payments
U.S. Sen. Jon Husted (R-Ohio) has introduced legislation that would let first-time homebuyers use unused college savings toward a down payment.
Advisory October 6, 2025
Beyond 529s: How Grandparents Can Help Pay for College
Under a recent change in the FAFSA (Free Application for Federal Student Aid), funds supplied by a grandparent through a 529 are not reported as student income, so the grandchild’s eligibility for federal aid is not impacted.
Payroll August 15, 2025
9 Smart Things to Do with Your Annual Bonus
No matter the size of your hard-earned bonus, you should think about how it can best serve you and your financial goals in both the short and long term.
Payroll July 15, 2025
How the $1,000 ‘Trump Accounts’ Compare to 529 Plans and Custodial Roth IRAs
Here’s what you should know about these “baby 401(k)s” and how they compare to other savings plans for children.