
Tips include using daycare money, getting your child involved, selling Halloween costumes, encouraging college gifting, planning meals, having a yard sale, and selling gift cards. …
By
Meredith Clement
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With the U.Plan, if you don't attend a participating college or university, you'll still receive your savings back plus interest calculated at CPI with no penalty or taxes due on earnings…
By
Meredith Clement
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Resources include The College Planning Tool, College Savings Calculator, College Savings Tips, Saving for College Webinar, MEFA's U.Fund 529 College Investing Plan, and MEFA's U.Plan Prepaid Tuition Program…
By
Lisa Rooney
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Transfer your funds by completing Form 8888 using your online tax software, listing the accounts into which you would like your refund deposited, and attaching the form to your federal income tax return. …
By
Jonathan Hughes
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Tips include making a profit from your clutter, meal prepping, staying home more often, unsubscribing from retail emails, and claiming receipts for cash back. …
By
Lisa Rooney
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A mother of three discusses when she started saving for college, expecting her children to contribute toward college costs, talking to her children about helping save for college, and tips to help families save. …
By
Meredith Clement, Penelope Hauck
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A new mother shares why she signed up for automatic monthly deposits into her U.Fund account, and teaches you how to do it too by adding your bank account information to your U.Fund, setting up automatic transfers, and determining the amount and transfer date. …
By
Lisa Rooney
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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
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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
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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
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