Editor's Picks

– 529 Insiders
– News & Research
– Data
– ABLE Act Column
– Events

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions who sell and service families and employers in the education financial planning process by creating and sharing industry relevant news, product training and best practices, while also building awareness and understanding of the importance of 529s, ABLE accounts and education financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Editor-in-Chief of 529 Dash
Director of Savings Research
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

529 Insiders

Reader’s Perspective: Q&A with Dr. John Karaffa, CPA, CFP, PFS, Founder and President of ProSport CPA in Quinton, Virginia

  • How does this author and accountant help his professional athlete clientele to win championships in the college financial planning process?

Read more
News & Research: Article Round-Up

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

  • Financial Planning, “HNW clients aren’t immune to student loan debt.” Editor's Take: Two advisers provide several education financial planning strategies, and their experience with those strategies. Read the article to learn more.
  • ThinkAdvisor, “FINRA to crack down on 529 plan share class recommendations.” Editor's Take: 529 shareclass suitability and oversight is under review, and the article by ThinkAdvisor is in response to FINRA's Notice 19-04. Read the article to learn more.
  • The Hill, “Protect your college savings amid growing market turmoil.” Editor's Take: Thank you John Hupalo for the timely article.
  • AEI, “Chart of the day…or century?” Editor's Take: Tuition inflation continues to outpace almost all other forms inflation, making the college affordability gap even wider. In turn, it is becoming more important than ever before to save and save efficiently for higher education. Learn more, and have the college financial planning discussion with your client today.

Data: 3Q 2018 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.

Read more
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families. News, Research, Data & Resources:

  • 529 Insiders, “Reader’s Perspective: Question and Answer with Minoti Rajput, founder and principal advisor of Secure Planning Strategies and Author of “Beyond a Parent’s Love.” Editor's Take: How does this author and financial advisor view special needs planning and ABLE accounts in terms of helping families to save and plan for their future?
  • 529 Insiders, “Reader’s Perspective: Question and Answer with Brynne Conroy, Founder of Femme Frugality and Author of The Feminist Financial Handbook.” Editor's Take: How does this author view ABLE accounts and 529 plans in terms of helping families to save and save efficiently?

Events: Strategic Insight ABLE Summit 2019 will be held on September 25, 2019, at the Ritz-Carlton, Amelia Island, Florida, to deliver product training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts. Please save the date, and thank you for the support.

Events: SI 529 Conference 2019

Save the Date: Strategic Insight 529 Conference 2019 will be held from September 23-25, 2019, at the Ritz-Carlton, Amelia Island, Florida. Sessions:

  • 529 Conference: A highly interactive and educational industry gathering with the entire education financial planning ecosystem.
  • 529 Essentials: A pre-conference session to train professionals on 529 plans and education financial planning in a constantly evolving market.
  • ABLE Summit: A post-conference session to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts.

Read more
 
February 4th, 2019
Contact Us
EDITORIAL: Paul Curley
paul.curley@strategic-i.com
Advertising:Austin Ulep
austin.ulep@strategic-i.com
   
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.