July 28, 2017 Editor’s Letter: Advisor Value Add, Avocado Toast & 529s Thoughts of the Week from Summer Vacation 2017
July 21, 2017 Reader’s Perspective: Question and Answer with Joe Messinger, CFP, ChFC, CLU, Partner and Director of College Planning at Capstone Wealth Partners How does this fee-only advisor leverage his proprietary “College Pre-Approval” process to help families with college financial planning?
July 16, 2017 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?
July 1, 2017 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?
June 25, 2017 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?
June 12, 2017 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.
June 9, 2017 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?
May 31, 2017 Target Market Analysis: Trend in Age of Beneficiaries How has the average age of 529 beneficiaries changed over the last five years?
May 18, 2017 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?
May 6, 2017 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.