I spoke with a happy parent the other day who is preparing to send her high school grad off to college. The good news? Her daughter got into a top-notch private college. The bad news? The bill – even after a sizable scholarship grant – is hefty. Thank goodness that the student’s parents are well […]
Tag Archives | college
Celebrating National 529 Day on May 29!
Congratulations! It’s National 529 Day on May 29 (Get it? 5/29?). There’s reason to celebrate if you’re one of the smart parents or grandparents who have opened 529 college savings accounts for your favorite student. There are over 15 million accounts out there, and 529 savings accounts are definitely the most effective way to save […]
Florida Prepaid College Plan Now Open For Enrollment
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 […]
5 Tips To Maximize Your College 529 Plan
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? […]
Who’s The Best? These 529 College Savings Plans Are, According To Morningstar
Investment research experts at Morningstar have announced their winners for Top 529 College Savings Plans for 2019. You’re probably familiar with 529 plans. These are great ways to save for college for your kids or grandkids. Your money grows tax-free, and withdrawals are tax-free as well when used to pay for college expenses. That makes […]
April 30 Deadline To Lock In Florida Prepaid College Costs
You have just two weeks left to sign up for the Florida Prepaid College Plan and lock in current pricing! The deadline is April 30. After that, you can still enroll but will receive next year’s pricing levels. All Prepaid Plans are guaranteed by the State of Florida, so you can never lose your investment. […]
Why Not To Sweat The College Admission Process
The college admission cheating scandal has put higher education back in the news in a bad way. Is it really worth $500,000 to get into the “right” school? What if your child can’t get into his or her top choice school? And even if she can get in, what if it’s not realistic for you […]
Top 529 College Plans: Who Gets The Gold?
We told you in a blog article last month that saving for college using a 529 college savings plan could be one of your smartest moves for the New Year. In fact, independent investment research firm Morningstar estimates that by the time children are ready for college, American households would collectively have $237 billion more in assets if they relied on 529 plans to save […]
Helping Students In South Florida Reach Their American Dreams
The American Dream is alive and well! Nadia Rullo, Client Services Associate at Adam Financial Associates, attended the American Dream Summit Luncheon in Fort Lauderdale last Wednesday on behalf of clients who have included this worthy cause in their charitable giving plans. The event is hosted by Broward College Foundation to honor donors who have contributed […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
