Editor's Picks

– 529 Insiders Article of the Week
– News & Research
– Data
– ABLE Act Column
– Events
– Quote of the Week

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers, accountants and estate planners who sell and service families and institutions in the college financial planning process by providing industry relevant news, product training and best practices.

Please Read, Engage and Share.

Paul Curley, CFA
Editor-in-Chief of 529 Dash
Director of College Savings Research
Twitter: @PaulCurleyBC

529 Insiders Article of the Week

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?

Read more
News & Research: Article Round-Up

Here is what you need to know from stories, research and data released this week.

  • Wall Street Journal, “U.S. student-loan program losing money as borrowers seek debt forgiveness.” Editor's Take: As the long-term viability of student loan debt repayment programs come under pressure, the importance of helping your clients to save and save efficiently as a means to reduce and remove the need to borrow increases.
  • Kiplinger, “2018 could be grandparents' year to pump $150,000 into 529 plans.” Editor's Take: College financial planning is a family goal, and you have an opportunity to help your clients to create an educational legacy through opening and funding a 529 plan. Read the article to learn more about this perspective.
  • ThinkAdvisor, “Goals-based investing and 4 more trends for advisors to watch.” Editor's Take: Market volatility will increase client demand for goal-based investing including retirement, health and education. Have the college financial planning discussion with your clients today.
  • Capstone Wealth Partners, “Did you know you were wealthy?” Editor's Take: Thank you Joe Messinger for sharing the timely topic and reminder that financial aid is primarily an income driven equation, and check out our write-up on financial aid fundamentals here.

Data: 3Q 2017 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data by Strategic Insight that can be used by the media and other organizations.

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ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:
Danna McKitrick, P.C., “Tax reform expands benefit of tuition savings, ABLE programs”
529 Insiders, “529 & ABLE 3Q 2017 529 Data Highlights”

Events: Strategic Insight ABLE Summit 2018 will be held on September 26, 2018, at the JW Marriott Orlando, Grande Lakes.

Events: Strategic Insight 529 Conference 2018

When: September 24-26, 2018
Where: JW Marriott Orlando, Grande Lakes
What: A highly interactive and educational industry gathering with the entire college financial planning ecosystem.

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Quote of the Week

“It’s no secret that the cost of college has increased exponentially as compared to general inflation, so it has been challenging to save and grow assets to match tuition.”
– Jodie Gunzberg, CFA, Managing Director, Head of U.S Equities, S&P Dow Jones Indices

Read more
February 12th, 2018
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