529 Industry Update and Marketing Sizing
What was the most important 529 legislative update in 2017, and what was the 529 market sizing as of 4Q 2017?
Reader’s Perspective: Question and Answer with Vince Sullivan, Founder of 529NOW
What 529 marketing, outreach and distribution trends does this industry consultant see taking place firsthand in 2018?
The Global Impact of Rising Interest Rates on College Financial Planning
How does rising national and global interest rates impact student loans and college affordability?
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?
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.
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?
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?
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?
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.
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?