Comprehensive Financial Wellness, Saving for Retirement & College Financial Planning
How does college financial planning align with saving for retirement and the recent trend towards financial wellness?
LATEST NEWS
Target Market Analysis: Income of 529 Users, Non-529 College Savers & Non-Savers
What percentage of 529 users, non-529 college savers and non-savers earn certain levels of income?
Reader’s Perspective: Question and Answer with Pam Horack, CFP, Financial Planner with Pathfinder Planning LLC
What is working for "Your Financial Mom” in terms of college financial planning and college readiness?
529 Webinar Replay by Strategic Insight and Legg Mason from March 29, 2017
Do your clients think using a 529 plan will hurt their chances of receiving financial aid? Get the facts.
Target Market Analysis: Trend in Parents Saving and Using 529s
What percentage of parents do not save for college, save for college, save for college with 529s and save for college without 529s?
Target Market Analysis: Trend in Age of Beneficiaries
How has the average age of 529 beneficiaries changed over the last five years?
Reader’s Perspective: Question and Answer with David Carlson, Author of Hustle Away Debt and Founder of Young Adult Money
How has student loan debt impacted millennials, and what is the long-term impact on college financial planning for future generations?
1Q 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.
Infographic: Time to Share The College Savings Secret
4Q 2016 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.