Category Archives: College Planning

New Grand Baby? Here’s A Gift With Lifetime Impact

So many friends and neighbors are becoming grandparents, and they tell me it’s a lot...

College Education In Florida Just Got More Affordable!

Exciting news for Florida families! Florida Prepaid just announced a substantial price rollback that pushes...

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10 Top Reasons to Invest in a 529 College Plan Right Now

Financial Advisors: Are you up to speed 🏎️ 🏁 on all the changing new 2024...

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Celebrating National College Savings 529 Day!

Congratulations! It’s National 529 Day on May 29 (Get it? 5/29?) There’s reason to celebrate if you’re...

Mari Talks to CNBC About Why 529 Plans Are a Great Way to Transfer Wealth

Mari spoke with CNBC last week about why 529 plans can be a great way to...

Ask Mari: Can I Use My Florida Prepaid College Benefits For Grad School?

I spoke with a happy parent the other day who is preparing to send her...

Top 5 Questions Parents Ask About Using Their College 529 Plans

Summary A 529 college savings plan is a great way to save money for college...

5 Tips To Unlock More Value From Your College 529 Plan

Summary Congratulations! You’ve already set up a 529 college plan for your son, daughter, or grandchild. That...

Lucky Florida Parents Get $500 Million In Prepaid College Refunds

Thousands of lucky families across Florida, who are using Florida’s Prepaid College Plan to cover the future...

Best College Planning Strategies For The COVID Era

Thank you to the Financial Planning Association of Central Florida for the invitation to speak...

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