The unexpected challenge of a spouse’s death can be overwhelming. You have to make so many critical decisions when you’re emotionally drained. Since it’s hard to know where to start, we’ve created this simple set of action steps, important questions and key documents. It can help you organize your thoughts and find some sense of control at this very difficult time.
Saving for a college education is at the core of a comprehensive financial plan for families with children hoping to advance their education someday.
The use of savings vehicles such as 529 plans support these efforts. In fact, assets in 529savings plans exceeded $500 billion as of June 30, 2024, according to the College Savings Plan Network.1
