Editor's Picks

– News & Research
– Data
– ABLE Act Column

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
Director of Savings Research
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • YouTube video by MEFA, “College planning for middle school families.” Editor's Take: Thank you MEFA and Jonathan Hughes for creating and sharing this educational video for families. Click to watch and learn.
  • Forbes, “The 5 most important money lessons to teach your kids.” Editor's Take: Timely article for advisers to share with clients with children. Also, a timely concept of an article for institutional marketing specialists to create in-house for advisors who work with clients with children. Click the article to learn more.
  • Mr. Money Mustache, “Pizza delivery is for millionaires.” Editor's Take: The medium of the content is relaxed and the tone is easy to read, but the message as applied to college financial planning is crystal clear. Everyone has the ability and opportunity to save and save efficiently for college through small and almost unnoticeable daily habits and routines. Building upon this concept, “Discipline Equals Freedom” by Jocko Willink provides an intense book on the power of habits and the importance of execution of those habits. Tom Corley has published several books on this topic, including “Rich Habits” based on interviews of wealthy individuals. Also, Charles Duhigg has published the popular book of “The Power of Habit” on this topic as well. Either way, take the first step by reading the article by Mr. Mustache above. Read, learn and grow.
  • MSRB, “MSRB Announces Members of Board Advisory Groups.” Editor's Take: Thank you MSRB for the opportunity to participate in the Municipal Fund Securities Advisory Group.
  • Recruiter's Corner, “Deputy Treasurer of College Savings Program, Office of the State Treasurer for the State of Nevada.” Editor's Take: The state is seeking to hire a Deputy Treasurer to oversee the program and vendors, and the role is based in Las Vegas.
  • Planadviser, “Limited 529 plan knowledge holds savers (and advisers) back.” Editor's Take: College financial planning and 529s are a blue ocean opportunity for you to add value to your clients and their top financial planning need.

Data: 3Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data 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:

  • Municipal Securities Rulemaking Board (MSRB), “Investor’s guide for ABLE programs.” Editor's Take: Thank you MSRB and the MSRB Advisory Group for creating this 26-page education piece on ABLE accounts. The guide is ADA Section 508 compliant, and so please click to read, bookmark and share.
  • ABLE Summit 2019 Photos, “ABLE Implementation: Product, Marketing & Distribution Perspective.” Editor's Take: Great session and insight from Nathan Groff of Intuition ABLE Solutions, Amy Corbin of Indiana ABLE Authority, Jonathan Sparling of MEFA, Scott De Varona of MiABLE, and LaKesha Page TNStars/ABLE TN. Thank you for your time, insight and collaboration, and I look forward to working together to help grow the success of ABLE accounts and the families that they support.

Events: 529 Conference 2020

Save the Date: 529 Conference 2020 will be held from September 24-26, 2020, at the Ritz-Carlton Orlando, Grande Lakes. Sessions:

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

November 25th, 2019
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