For many families, education and retirement happen on the same financial timeline. 

The dollars that help a child chase their dreams can just as easily be the dollars that shape your future. That’s why recent education reforms deserve your attention, whether you’re a parent, grandparent, or planning for your own education journey.

In part one of this special two-part series, Jim Kruzan, CFP®, CRPC®, explores how the new “One Big Beautiful Bill” reshapes education funding and why it matters for your retirement strategy. From expanded Pell Grants and FAFSA shifts to 529 ownership strategies and lifetime borrowing caps, Jim unpacks what’s changing and how to plan with clarity, not guesswork.

Here’s what you’ll learn:

Resources:

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