April 21, 2017 Editor’s Letter What are the top-3 reasons to do the college financial planning business?
April 18, 2017 List of Open ABLE Programs ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.
April 17, 2017 Editor’s Letter ABLE Act Update, 2017 NDSS Buddy Walk® on Washington and How to Justify Your Fee as an Adviser
April 8, 2017 Interview with Johnny Damon, Retired Major League Baseball Player What is Johnny Damon’s perspective on how to be successful?
March 29, 2017 Reader’s Perspective: Question and Answer with Jeffrey S. Cohen, CIMA, AIF, Financial Advisor with Wells Fargo Advisors What are the key trends in college financial planning going forward?
March 23, 2017 529 Conference 2016: Interview with Wayne Weber, Chief Executive Offer and Founder of GiftofCollege.com What is Wayne Weber’s perspective on 529 gift cards and their ability to solidifying college financial planning as a family goal to achieve together?
March 17, 2017 529 Conference 2016: Interview with Tiffany Spudich, Chief Client Officer with Capital Cities, LLC What is Tiffany Spudich’s perspective on 529s and creating the ideal 529 plan investment line-up for advisors, employers and direct investors?
March 8, 2017 529 Conference 2016: Interview with Martha Savery, Director of Public Affairs with Massachusetts Educational Financing Authority (MEFA) What is Martha Savery’s perspective on college financial planning, financial aid and 529s?
February 24, 2017 529 Conference 2016: Interview with Chris Stack Esq., Managing Consultant with SavingforCollege.com What is Chris Stack’s perspective on 529 sales with advisers?
February 21, 2017 Reader’s Perspective: Question and Answer with Treasurer Young Boozer, Alabama State Treasurer From a state treasurer’s perspective, why and how can an adviser, accountant or estate planner help their clients with college financial planning?