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Our Published Articles
At Wealth Planning Experts, we contribute our financial and professional insights to well-known publications on topics that matter to you.
Click below to read some of our featured articles.
A Parent’s Guide to Paying for College — Without the Debt
Tuition keeps increasing, challenging even families with plenty of money. Here are a few strategies that can help.
Here’s How Retirees Can Take Advantage of Trump’s Big Beautiful Bill To Help Their Grandchildren
The One Big Beautiful Bill Act (OBBBA) created a new tax-deferred account for minors called “Trump Accounts.”
Here’s How Retirees Can Take Advantage of Trump’s Big Beautiful Bill To Help Their Grandchildren
Brian Safdari, CEO of College Planning Experts has been featured in this article on The One Big Beautiful Bill Act (OBBBA) created a new tax-deferred account for minors called “Trump Accounts.”
Beyond 529s: College-Funding Tips for Grandparents
Here’s why 529 college savings plans may not be the best option for your client, plus other college-funding strategies to consider.
5 Differences Between Federal and Private Student Loans
Higher education is a business and it doesn’t always look out for the consumer’s best interests. Here are five things families need to know about loans when they’re deciding what to do.
What Is the Average Student Loan Interest Rate in 2025?
Interest on student loans adds up quickly, so it’s important to understand rates before you borrow. Federal student loan rates currently range from 6.39% to 8.94%, while fixed private student loan rates vary more widely — from 2.85% to 17.99% on the Credible marketplace. Because interest accrues daily, even a small rate difference can cost you thousands of dollars over [...]
Beyond 529s: How grandparents can help pay for college
Today’s baby boomers hold over half of total U.S. household wealth, while their kids hold a much smaller portion, despite being bigger in population, according to a new study by New York University economists.
How To Pay Off Student Loans in 10 Years (2025 Guide)
Learn how to pay off student loans in 10 years with the Standard Repayment Plan, student loan refinancing, and other strategies. If you owe part of the nation's collective $1.6 trillion federal student debt or are repaying private loans, you may be eager to pay them off in 10 years or less. A 10-year repayment plan is the standard plan [...]









