College Savings / Student Loans Questions

Education fund

we both retired. we want to help our grand children for their education which way is the best way. can..

529 Plan non qualified withdrawal

I set up a 529 account for my grandson but he decided not to go to college. I would still..

Advise for a teenage son’s finances

My 19 yr old adopted son received FAFSA funds to attend a Jr. College in August 2024. Recently he received..

Paying off my child’s student loan

My youngest has 30,000 in student loans in his name. We want to pay those loans off for him as..

Parent Plus Loans

I am looking to see best way to handle my Parent Plus Loan. Started at 60,000 and now with interest..

Grandchild savings

Hi, Terry, my wife and I agreed to set aside 3500.00 dollars for our new and first grandson, we use..

Student loan forgiveness

Hi Terry , I am a nurse practitioner with over 100k in loans. I have 4 dependents in a one..

529 College Account

We started a 529 for our child years ago. She was awarded a scholarship. There is too much money in..

IL 529 plans

Hi Terry, We currently have two 529 plans one for each grandchild. The first one has the owner as our..

Student Loan Forgiveness for Senior

Are there any student loan forgiveness options available to an individual based on age (for example, over 75) or based..

Treasury bonds vs savings bonds for college?

Which is best to purchase for our 1 yr old Granddaughter? A savings bond or a treasury bond?

529 investment allocations

Terry, good afternoon. I heard you on John Williams show this week and you were answering a question about a..

Should grandparent or parent set up the 529 account

I would be happy to gift $$$ into a 529 account for our granddaughter and have her mother manage it..

529

Hi Terry, our grandson lives in Ohio. We live in Chicago. His other grandparents are in Penn and have set..

Best bond or investment for my 1 yr old grand daughter

What’s the best investment

Paying for College

I have a step-daughter that will be 18 next month and graduating from HS in June ’25. We never set-up..

Student Loans

I go to college outside of the US (in Ireland). My student loan was set up through “SallieMae”. I am..

Student loans

Hello Terry. I am the co-signer of several private student loans for my daughter now at Navient and have been..

minor child starting a Roth IRA and how that may impact college financing

Hi Terry, for starters thanks for all the advice in the last few years. Because of you we have been..

Student loan repayment

Hi Terry, my uncle heard you on Wgn talking to a man about student loans who could really help me..

money

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