Editor's Picks

– 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, 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
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • Planadviser, “Giving Them a Break; Student loan debt relief programs may grow in prominence.” Editor's Take: College financial planning is poised for growth in the employer channel. Forbes also released an article this week on the top-10 companies with college financial planning employer benefits with a title of, “Student loan repayment is the hottest employee benefit of 2018.”
  • Bloomberg, “The student loan debt crisis is about to get worse.” Editor's Take: A leading publication maps out how college financial planning is becoming more difficult. Washington Post published a similar article with a more historical review of the rise of student loans and how we got to where we are today.
  • 15% of parents have completed the goal of saving for their children's college, while 12% have made a lot of progress and 35% have made some progress. Editor's Take: Advisors have an opportunity to retain current clients and gain new ones by helping families save and save efficiently for higher education.
  • Wilmington Business Journal, “Don’t be part of the student loan problem.” Editor's Take: Brett Tushingham, CFP, Founder of Tushingham Wealth Strategies, provides his perspective of how he helps families in the college financial planning process. Also, learn more about Brett's perspective in the 529 Insiders question and answer article here.
  • Clark Howard, “529 plan guide: Here are the best places to invest your education savings.” Editor's Take: In addition to Clark Howard, several other publications provide their own 529 ranking system and methodology including Morningstar, SavingforCollege and Kiplinger. Client demand for learning how to pay for college should also increase with the release in September 2018 of the U.S. News & World Report list of best colleges.

Data: 2Q 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.

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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:

  • WTOP, “How ABLE accounts support special-needs children and their families.” Editor's Take: Dawn Doebler, CPA, CFP, CDFA, senior wealth advisor with The Colony Group, providers her perspective on how she helps clients with special needs.
  • ABLEnow, “Meet new account owner: Ms. Wheelchair America.” Editor's Take: Thank you ABLEnow for building awareness through outreach which will continue to help more families to successfully use ABLE accounts.
  • 529 Insiders, “2Q 2018 Strategic Insight 529 and ABLE Data Highlights”

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

Events: Strategic Insight 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.
Sessions:

  • 529 Conference: A highly interactive and educational industry gathering with the entire college financial planning ecosystem.
  • 529 Essentials: A pre-conference session to train professionals on 529 plans and college 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.

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Upcoming Presentations

Please email Paul Curley at paul.curley@strategic-i.com or direct message him on LinkedIn to inquire about having him provide a 529 or ABLE continuing education or industry landscape update presentation.

Quote of the Week

“It is extraordinarily easy to pile on student loan debt, and the combination of those two factors is very expensive.”
– Michael Taylor, Author of “The Financial Rules for New College Graduates”

Read more
 
October 22nd, 2018
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.