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:

  • Bloomberg, “Paying off student loans is taking much longer than expected.” Editor's Take: As student loan debt is no longer a small ticket issue, college financial planning and 529s is no longer a small ticket conversation. Have the conversation today, or your clients will with another financial advisor.
  • Finder, “Are Americans spenders or savers?” Editor's Take: The article includes a graphical comparison of the savings rate in the US vs 15 other OECD countries. In short, Americans need to save and save efficiently for their goals. First step, increase the savings rate. Read the article to learn more.
  • GSG Podcast, “Changes to 529 plans for elementary and secondary tuition.” Editor's Take: Thank you Gorfine, Schiller & Gardyn, P.A., for your time and insight on this timely topic. The 7-minute podcast focuses on clients in Maryland, but does provide some points that can be used and applied nationwide. Listen to learn more.

Data: 2Q 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:

  • ENable Savings Plan, “Possibilities.” Editor's Take: Thank you First National Bank of Omaha for creating the Fall 2019 newsletter with sections on simply your savings, planning tips, and parent's perspective, and much appreciated. Read to learn more.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you ABLE New Mexico and ABLE WA for helping to build awareness and understanding of ABLE accounts.

October 21st, 2019
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