Tag Archive for "529 Plan"

• January 19, 2016 Courtesy of College Costs and Transparency Center

  Financial Literacy

  Saving for College in 2016

  When it comes to college savings, families can feel overwhelmed when deciding what’s best for a child – and the family budget. To help families as they plan for 2016 finances, Florida Prepaid sat down with Certified Financial Planner Mitch McLendon, CRPC, a Wealth Management advisor and senior vice president-Wealth…

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• January 27, 2016 Courtesy of Smart4College

  Financial Literacy

  5 Financial Resolutions for 2016

  Rather than make vague resolutions that are easily forgotten or derailed, certified financial planner Sean Moore, president of SMART College Funding in Boca Raton, urges families to get very clear about the intention of New Year’s resolutions and the actions needed to carry them out. The first action item is…

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• May 25, 2016

  Financial Literacy

  5 Things You Need to Know About the Florida 529 Savings Plan

  If a prepaid tuition plan and a 529 Savings Plan were movie characters, the prepaid plan would be that Type A, rigid rule follower who stays laser focused on a single task. The 529 Savings Plan would be the more adventurous explorer – the one who wants fewer rules and…

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• March 22, 2018

  Financial Literacy

  Saving for retirement and for college: It’s not an either-or!

  You know you need to save for your children’s college, and you know you need to save for your own retirement. So how do you balance these financial demands within your budget? It’s our mission to get you to start saving for college, and the earlier, the better! But we…

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• March 27, 2018

  Saving for College

  Diapers to Diplomas: How one family is saving for college

  The baby phase is expensive. Bottles, stroller, crib, rocker, burp clothes, bibs, toys, diapers. Saving for college might be the furthest thing from your mind – and your pocketbook. Imagine having two babies at once! You might even laugh at the notion of college saving. But Cristy Clavijo-Kish and her…

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• August 7, 2018

  Financial Literacy

  Setting the right goal for your 529 savings

  So just how much should you be saving for college? Talk about a tough question! If you ask your friends, your parents, your financial adviser and Google, you’ll probably get different advice every time. The answer, ultimately, has to come from within you. But you’ll be more likely to have…

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• August 28, 2018

  Saving for College

  Short time to save? Start anyway!

  We say all the time that it’s never too early to start saving for college. But please believe us when we also say that it’s never too late! Sure, you’re going to have to make some sacrifices, either to your monthly budget or to your savings goal. But these Do’s…

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• September 11, 2018

  Saving for College

  National College Saving Month: A Four-Step Action Plan

  Does the money you just shelled out on back-to-school supplies have you thinking about the future checks you’ll be writing for college tuition? Do those first graded papers have you thinking about those future college transcripts? If so, how timely of you! September is National College Savings Month for a…

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• December 12, 2018

  Financial Literacy

  Using your 529 Savings Plan? Withdraw expenses before December 31

  The end of another year isn’t just for gift giving and visits with Santa. It’s also the time of year when financial planners recommend families make withdrawals on their 529 Savings Plans. Here is more from our guest blogger, certified financial planner Sean Moore. We know it’s a busy time…

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• December 14, 2018

  Saving for College

  Invite friends and family to give the gift of college

  What do you give to the child that already has everything they need? Something that, as it turns out, they still actually need: money for college. Let’s consider grandparents and gifting. According to research from Fidelity, only four in 10 high net worth grandparents are helping with their grandchildren’s college…

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