Thank you again to the Financial Planning Association of Central Florida for the invitation to talk about “College Planning After COVID” at the group’s 31st Annual Symposium in Orlando last week! It was great to network with fellow financial planners, and participate in the outstanding educational sessions on residential real estate, Medicare, investments and other […]
If you’re looking for an affordable way to lock in college costs for your kids or grandkids, without ever having to worry about the ups and downs of the market, take a good look at the Florida Prepaid College Plan. It’s open for new enrollment with prices guaranteed through April 30. Plan sponsors advertise the Florida 529 Prepaid Plan as the […]
Setting up 529 college savings plans for your children or grandchildren is a smart move that can potentially save you thousands of dollars in taxes and soothe some of the anxiety about how to pay for college. In almost three decades as a practicing CERTIFIED FINANCIAL PLANNER™ professional, I’ve helped many parents establish 529 plans for their children. […]
Thinking of a gift with lasting impact and value? Check out this article in U.S. News & World Report on 8 great financial gifts for kids, with tips from my talented Mercer Advisors colleagues Jennifer Baick, located in our Bellevue, Washington office, and Laura Cuber, based in Schaumberg, Illinois. These gifts can help your kids, […]
For many people, the holidays are all about giving. So we were thrilled when one of our clients called last week to ask us to help her make special gifts from her account to her five grandchildren’s college 529 accounts for Hanukkah. You probably know that parents or grandparents can gift up to $15,000 per […]
Almost half of all Americans who ran up student loan debt regret not choosing a cheaper college. That’s a mistake you don’t want to make. Excessive student debt can put you into a hole you can’t easily climb out of. Many grads struggle so much to make monthly payments that they have to put other […]
Summary Congratulations! You’ve already set up a 529 college plan for your son, daughter, or grandchild. That is a smart move that can potentially save you thousands of dollars in taxes and start your student down the path to graduation day. But do you know how to unlock the most value from your 529 plan? […]
The Florida Prepaid College Plan Is Giving Out $225 Million In Refunds. Is Some Of That Money Yours?
If you have kids who participated in the Florida Prepaid college tuition plan, there may be a big refund waiting for you. $225 million in refunds, to be exact. Here’s the details. Where did all these refunds come from? Earlier this year, the Florida Prepaid college tuition plan recalculated college costs and realized college tuition […]
Your college student may have received a refund for tuition, fees, room and board, or other qualified higher education expenses due to COVID-19. If you withdrew funds from your student’s 529 account to pay the expenses, you may be able to deposit the refund back to the 529 account. To put the funds back into the […]
Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
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