One drawback of grandparent 529 plans is that they may affect finacial aid. Learn how FAFSA changes will eliminate the financial aid trap.| Saving For College
The gift tax limit is the maximum you can give someone without having to file a gift tax return with the IRS. The limit is $19,000 in 2025 ($38,000 if married).| NerdWallet
Private College 529 is a prepaid tuition plan that locks in current rates to save on future tuition at nearly 300 colleges nationwide. Learn more.| CollegeWell
A complimentary Zoom meeting or phone call to discuss your planning needs and give us both a chance to make sure your situation matches our expertise.| Capstone Wealth Partners