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Blog — May 2015

5/29/2015 at 10:56am

May 29 is “529 College Savings Day.” As president of a 529 prepaid tuition plan, this is a time to remember that planning and saving for college is more advantageous than borrowing. To cite one example, to pay $10,000 of college costs, a family could save $58 a month for 10 years at 7% interest. That’s $7,000 in principal and $3,000 coming in earnings.

5/18/2015 at 3:39pm

I saw Daymond John’s keynote presentation at the recent conference held by the National Association of Personal Financial Advisors (NAPFA) in San Diego. His advice can make a difference in so many ways, and I even apply it to planning for college.


5/8/2015 at 4:03pm

Recent growth in membership of Private College 529 Plan is an important reason for financial advisors to encourage their clients to explore the use of this non-traditional, prepaid investment vehicle, according to a recent article in Investment News magazine, a publication widely read by the nation’s financial advisors.


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