Editor's Picks

– 529 Insiders Article of the Week
– News
– Research
– Data
– Events
– ABLE Act Column
– Quote of the Week

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
Twitter: @PaulCurleyBC
LinkedIn: Strategic Insight 529 Dash LinkedIn Group

529 Insiders Article of the Week

This week’s 529 Insiders Article of the Week rounds up September’s and October’s 529 Insiders articles.

1) Reader’s Perspective: Question and Answer with Jonathan Pellegrin, Author of “The Art of Selling the Family Business”
2) Reader’s Perspective: Question and Answer with Emily Moak, Director with Allianz Worldwide Partners
3) Reader’s Perspective: Question and Answer with Ryan Payne, President of Payne Capital Management
4) Reader’s Perspective: Question and Answer with Ben Schrock, Investment Adviser Representative and President of B.A. Schrock Financial Group
5) Reader’s Perspective: Question and Answer with Doug Andrew, Author of “Entitlement Abolition”
6) Reader’s Perspective: Question and Answer with David Rosell, President of Rosell Wealth Management and Author of “Keep Climbing: A Millennial’s Guide to Financial Planning”

News: Article Round-Up

Here is what you need to know from stories released this week.

Plansponsor, “Savings rates drop in the U.S.” Editor’s Take: Advisors have an opportunity to help clients to save and save efficiently for higher education. Have the conversation today.
Kiplinger, “How to fill out a FAFSA for college financial aid.” Editor’s Take: Timely topic that discusses common financial aid questions by clients. Also, thank you Brenda of Spectra Professional Services for sharing this article with me, and much appreciated. Also, thank you Kaprel of Spectra for presenting the “Fundamentals of College Savings Plan Operations” session at this year’s 529 Essentials Seminar.
Wharton, “How the bewildering world of student loans creates debt traps.” Editor’s Take: This podcast features Laura Perna of Penn’s Graduate School of Education discussing the demographics of those taking student loans. Also, thank you Chuck for sharing the article and much appreciated.
Morningstar, “Proposed tax changes could make 529s more flexible.” Editor’s Take: Thank you Morningstar for covering 529s and for providing an overview of the recently introduced 529 enhancement bill titled, “The Boost Saving for College Act”.
Bone Fide Wealth, “Saving for your child’s future”. Editor’s Take: Timely topic with issues to go over with your client, and thank you Douglas A. Boneparth for your 529 Insiders article here.
Center for Retirement Research at Boston College, “Part-time College: a Slow Path to Success.” Editor’s Take: 529s can be used by part-time college students, mid-career retrainers and career accelerators as well.

Last Week’s Most Read Article:
Sona Financial, “The Minnesota nice 529 plan tax credit OR deduction.” Editor’s Take: Thank you Mark for the walk through of the tax impact with examples from various scenarios, and congrats on your great presentation at the Strategic Insight 529 Conference 2017.

Research: Survey Stats on the Go

Here is what you need to know from data and research released this week.

42% of millennials have used payday loans or other alternative financial services in the past five years. Editor’s Take: Student loan debt is a marker and lead domino that goes on to impact other more troubling and aggressive types of financial issues. Therefore, a solid foundation of college financial planning creates a firewall between financial stability and financial flooding.
40% of college students are part-time students.

Data: 2Q 2017 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
Events: Save the Date

Upcoming Events:
– 529 Conference 2018: September 24-26, 2018 – JW Marriott Orlando, Grande Lakes
– 529 Conference 2019: September 23-25, 2019 – Ritz-Carlton, Amelia Island

– 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 in a constantly evolving market.
– ABLE Summit: A post-conference session to deliver insight and networking opportunities to support the successful implementation and growth of ABLE accounts.

Read more
ABLE Act Column

This week’s top legislative updates, product developments, news and resources relating to ABLE accounts, which are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:
Associated Press, “New York has new savings program for disabled people.” Editor’s Take: Thank you AP and Buffalo Times for covering the launch of NY ABLE, and helping to expand awareness and understanding of ABLE accounts.
Social Security Administration, “Achieving Financial Independence with Ticket to Work and an ABLE Account.” Editor’s Take: Timely webinar, and the website provides additional education in its archived webinar section as well.
Arizona Department of Economic Security, “Arizonans with disabilities will soon be ABLE.” Editor’s Take: The video provides an announcement that the state will launch an ABLE program in the near future.
Enable Savings Plan, “Possibilities newsletter”
Geauga County Maple Leaf, “Ohio families get STABLE investments”
529 Insiders, “529 & ABLE 2Q 2017 529 Data Highlights.” Editor’s Take: ABLE is successfully helping a growing number of families to save for qualified expenses.

Strategic Insight ABLE Summit 2018 will be held on September 26, 2018, at the JW Marriott Orlando, Grande Lakes.
Strategic Insight ABLE Summit 2019 will be held on September 25, 2019, at the Ritz-Carlton, Amelia Island

Upcoming Presentations

To inquire about having Paul speak at your event, please email: paul.curley@strategic-i.com

Quote of the Week

“Parents who provide an education for their children are providing them with the most valuable legacy in the world.”

Jonathan Pellegrin, Author of “The Art of Selling the Family Business”

Read more
October 23rd, 2017
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