LATEST NEWS
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.
Editor’s Letter
What are the top-3 reasons to do the college financial planning business?
List of Open ABLE Programs
ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.
Editor’s Letter
ABLE Act Update, 2017 NDSS Buddy Walk® on Washington and How to Justify Your Fee as an Adviser
Interview with Johnny Damon, Retired Major League Baseball Player
What is Johnny Damon’s perspective on how to be successful?
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?
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?
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?
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?