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 Article of the Week

Reader’s Perspective: Question and Answer with Michael Haber, JD, CFP, Senior Wealth Advisor at The Colony Group

  • How does this author and adviser help executives and entrepreneurs 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:

  • Webinar, “The Kids You Love Next.” Editor's Take: We are on the cusp of an unparalleled generational wealth transfer. No FAs are immune to losing assets as they transfer from one generation to the next. This program hosted by Paul Curley is designed to show FAs how to use 529 plans to help prevent that asset loss while simultaneously helping affluent grandparent clients assist their grandchildren in getting a college education. Click to register, and see you there.
  • Federal Reserve Bank of New York, “Total household debt rises as 2018 marks the ninth year of annual growth in new auto loans.” Editor's Take: Student loan deb continues to march higher, increasing the importance and demand for college financial planning.
  • Planadviser, “Student loan debt relief.” Editor's Take: College financial planning employer benefits are on the rise, and the article provide a great status update on the developments. Read to learn more.
  • Bloomberg, “Millennials are facing $1 trillion in debt.” Editor's Take: Timely article and video from a leading publication. Thank you for building awareness on this important topic.

Data: 4Q 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:

  • New York Times, “Adaptive video game controllers open worlds for gamers with disabilities”
  • Twitter, “Tweets. Media.” Editor's Take: This section provides links to live photos taken and posted over the past week by ABLE program managers, and this week includes posts by STABLE Account. Thank you for building awareness through outreach which will continue to help more families to successfully use ABLE accounts.
  • Forbes, “Should you open an ABLE account for a child with a disability?” Editor's Take: Thank you for quoting Strategic Insight in the article, and much appreciated.
  • Quad-City Times, “Cash course: Opening an ABLE account for a child with disabilities”

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
 
March 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.