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Investor Resources for Adults and Families

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Smart Saving for College: Better Buy Degrees Guide

529 Plan and Other College Saving Options: This guide, published by FINRA (Financial Industry Regulatory Authority), discusses your options to saving and investing wisely for college. Some important topics include:

  • College Costs are Rising--Are You Keeping Pace?
  • Loans--Know the Cost
  • Education Benefits for Service members--Post 9/11 GI Bill
  • College Saving While Saving Taxes
  • Tips for Choosing College Savings Options

Additional Resources

Consumer Financial Protection Bureau (CFPB) Paying for College

Conversation Starters – At the Office

Guardianship – Conversation Starter

Michigan Investor Guide  - Investigate Before Investing 

Top 10 Ways to Prepare for Retirement




Contact Us:

Department of Licensing and Regulatory Affairs (LARA)
Corporations, Securities & Commercial Licensing Bureau (CS&CL)
Securities and Audit Division
Address:  PO Box 30018, Lansing, MI 48909
Overnight Mail (FedEx/UPS): 2407 N. Grand River Ave, Lansing, MI 48906
Phone: (517) 335-5237
(517) 763-0039