Category Archives: College Planning
Trump $1,000 baby accounts more flash than cash
Don’t turn down the free money assuming these accounts really do become law, but there...
Jun
Give Your Child The Power To Dream Big Without College Debt
As a long-time financial planner, I have often talked about how I used the Florida...
Feb
Another Excellent Solution for Unused 529 College Funds
You know that unused 529 college funds can now be rolled to the beneficiary’s Roth...
Dec
Top Florida Universities Help Make College Affordable
Worried about how you can make college more affordable for your family? 👩🎓 👨🎓 One...
Sep
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...
May
College Education In Florida Just Got More Affordable!
Exciting news for Florida families! Florida Prepaid just announced a substantial price rollback that pushes...
Jan
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...
Jan
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...
May
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...
Jun
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...
May
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