Congratulations! It’s National 529 Day on May 29 (Get it? 5/29?) There’s reason to celebrate if you’re one of the 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 for […]

Student Loan Relief Extended Once Again
Due to the COVID-19 pandemic, the federal government put student loan repayments on ‘pause’ since last year. Borrowers with federal student loan debt have been allowed to skip payments, so they can use their financial resources to pay for necessities like rent, food, child care, or other bills. The White House just announced that those […]

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 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 […]
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.
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