Hear about Tia's favorite stop, her most interesting question, the overall experience of families at the tent, and words of wisdom for parents on saving for college…
By Penelope Hauck    |
A mother shares her experience of planning her sons first birthday and how she decided to set up a gifting page for her son's U.Fund 529 College Investing Plan so that friends and family could contribute online and know the money would go directly into a college fund. …
By Lisa Rooney    |
Steps include logging into Fidelity.com, signing up for college gifting, uploading a greeting, photo, and display name for your child, and sharing the link with friends and family for direct access to the gifting page. …
By Lisa Rooney    |
Create a strategy by providing the ages of your children, recording your current college savings account value and your monthly contribution, reporting your Adjusted Gross Income, and completing the activities for each grade level's Passport for Success.…
By Julie Shields-Rutyna    |
We interview the Director of College Planning at MEFA to learn the benefits of opening both a U.Plan and U.Fund, including why she chose to open both accounts, why someone might lean towards one account over another, and what advice she would give to families now. …
By Lauren Patten    |
Use the Maturity Year Selection Guide to find the years your child will attend college, and then designate at least $300 of savings to each year…
By Meredith Clement    |
A mother of two lists the reasons why she decided to start saving in the U.Plan Prepaid Tuition Program, including a long list of affiliated colleges and safeguarding against rising tuition costs, and how the program has benefited her family.…
By Sue Metcalf    |
Saving in a 529 plan is one of the best ways to save for college. Learn how easy it can be to open an account, add funds, get relatives involved in the process, and even claim a tax deduction. …
By Jonathan Hughes    |
At most, only 5.6% of the total amount of college savings could have an impact on financial aid eligibility.…
By Jonathan Hughes    |
The U.Plan provides a lock-in of tuition and mandatory fees, guaranteed growth, no risk, and tax benefits, and is available to use at any college.…
By Meredith Clement    |