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Category Archives: College Planning

College is Expensive. Make Sure You Have a Plan in Place.

Posted on February 6, 2020 by Rachel Wagner
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Are you aware of the different options available to you when saving for your children’s (or grandchildren’s) college costs? Here is a glimpse at each option. The hallmarks of an Continue Reading →

Posted in College Planning, Kids and Money

529s and Estate Planning: What’s the Connection?

Posted on March 7, 2019 by Rachel Wagner
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Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there’s another side to 529 plans that may appeal to you — potential Continue Reading →

Posted in College Planning, Estate Planning, Kids and Money

Reduce the Generation Gap in Your Family’s Finances

Posted on September 6, 2018 by Rachel Wagner
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Many families cite saving for children’s or grandchildren’s education as one of their top financial goals. If you are among this group, you may want to consider a 529 college Continue Reading →

Posted in College Planning, Kids and Money

Section 529 Plans: Saving for College

Posted on March 29, 2018 by Rachel Wagner
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A college education is one of the best investments you can make for your child’s future. But the high cost of college may alarm you — especially if you’ve waited Continue Reading →

Posted in College Planning

Using 529 Plans to Invest for College and Transfer Wealth

Posted on December 21, 2017 by Rachel Wagner

Paying for a child’s or grandchild’s college education is an expensive proposition, even for many high-net-worth Americans. Today’s elite institutions promise graduates a rewarding future, but at a cost that Continue Reading →

Posted in College Planning, Investing

Balancing Act: Saving for Both Retirement and College

Posted on November 16, 2017 by Rachel Wagner
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Linda and Peter are worried about their financial future. “We want our one-year-old son, Raymond, to go to college, but we’re concerned that in 17 years, the cost might be Continue Reading →

Posted in College Planning, Retirement

529, Coverdell, or Custodial Account? How to Choose

Posted on October 12, 2017 by Rachel Wagner
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The cost of a college education continues to rise. The projected average total college costs for a child born in 2015 are nearly $550,000 for a four-year private college and Continue Reading →

Posted in College Planning, Investing

College Planning: It’s About More Than Money

Posted on November 17, 2016 by Rachel Wagner
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Choosing a way to save for your child’s education expenses may be your family’s first college planning decision, but it certainly won’t be the last. From making that first deposit, Continue Reading →

Posted in College Planning, Kids and Money, Personal Finance

New Financial Aid Rules to End Frustrating Problem

Posted on December 23, 2015 by Rachel Wagner
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From the New York Times By ANN CARRNS  DEC. 22, 2015 After holiday celebrations are over, students who plan on attending college next fall should begin preparing for a looming financial Continue Reading →

Posted in College Planning, Kids and Money

New York Times: A Beginner’s Guide to Repaying Student Loans

Posted on June 1, 2014 by Rachel Wagner
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May 16, 2014, Ron Lieber Too many people, including plenty of brand-new college graduates, fall far behind on their student loan payments for no good reason. How many? The Department Continue Reading →

Posted in College Planning, Kids and Money

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Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

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