529Conference

March 2, 2018

Letter to the Editor: The Importance of Advisors, Early Financial Literacy & College Financial Planning

How does Sheryl Garrett, CFP, the founder of Garrett Planning Network, help families in the college financial planning process?

February 15, 2018

4Q 2017 Strategic Insight 529 and ABLE Data Highlights

Here is the latest market data by Strategic Insight that can be used by the media and other organizations, and contact Strategic Insight for more information and commentary on its proprietary data, research, events and digital publications.

February 7, 2018

Reader’s Perspective: Follow-Up Interview with Steve Stanganelli, CFP, CRPC, AEP, Founder of Clear View Wealth Advisors

What trends does this fee-only fiduciary advisor and tax planner see in terms of college financial planning in 2018?

January 30, 2018

Reader’s Perspective: Question and Answer with Jodie Gunzberg, CFA, Managing Director, Head of U.S Equities, S&P Dow Jones Indices

How did this financial firm launch the first college tuition inflation index, and how can it help you?

January 12, 2018

Legislative Update: Implications of Tax Reform on Education Financial Planning

How does the Tax Cuts and Jobs Act (H.R. 1) change how we save, pay and repay the cost of education?

January 5, 2018

State by State Overview of Potential 529 Plan State Tax Benefits on Contributions

This table is designed to help you determine what state income tax deductions and/or credits, if any, are available for those who contribute to a 529 savings plan.

December 21, 2017

Reader’s Perspective: Question and Answer with Peter D’Arruda, President and Founding Principal of Capital Financial & Insurance LLC

How does this financial firm founder approach college financial planning with his clients?

December 6, 2017

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