Client Center

Education Funding

It’s 2024: Which Provisions of SECURE Act 2.0 Are in Effect Now?

At the end of 2022, Congress passed an omnibus spending package that included a number of significant changes to retirement […]

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PFS Webinar: College Funding Seminar

PFS advisers Rob Copeland and Renee Sewall presented the following webinar on September 11, 2023, for an audience from Trinity […]

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Playing the Education Funding Game:  Recently Expanded Uses for 529 Accounts

For many of us attempting to save for our kids’ (or other loved ones’) education expenses, we have come to […]

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8 Steps to Opening a Virginia 529 Account

For clients living in Virginia with school-age (or younger) kids or grandkids, we strongly recommend the Virginia Invest529 plan as […]

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The New Virginia 529 Plan: What It Is and Who Should Use It

Last week, Virginia529 launched a new investment portfolio, which includes an innovative mix of features from the old Prepaid Tuition […]

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What To Do If You Can’t Afford to Pay for Your Child’s College Expenses

Many of our clients have the goal of paying for their kids’ college expenses.  In meetings with those clients—and in […]

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