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MEFA Blog

MEFA Blog

Keep up to date with the latest news about planning and financing a college education and preparing for your financial future, from experts here at MEFA and across the industry. Browse through our blog and use it as your very own college planning guide.

What's the Difference Between the U.Fund and U.Plan?
The U.Fund offers flexibility, can be used for qualified education expenses, and is invested in the market. The U.Plan offers peace of mind, can be used for tuition and mandatory fees, and is invested in bonds. …
By Jonathan Hughes    |
What #529Day Taught Us
Learn about the highlights from our 529 Day celebration and the takeaways including how much is distrusted from U.Fund accounts, how savings can increase flexibility, and tax benefits of 529 accounts. …
By Ajea Stupart    |
What to Do With COVID-19 Room and Board Refunds
If you used funds from a 529 account to pay for these expenses, the deadline to deposit these funds back into a 529 account without paying income taxes on the funds has been extended.…
By Jonathan Hughes    |
Saving for College in Uncertain Times
We explain why it is still important to save for college if you have the ability to do so, how the market has reacted in the past to similar situations, and other ways to save for college that are not subject to market fluctuation. …
By Jonathan Hughes    |
84% of parents say they would welcome a contribution towards their child's college education over a traditional gift. However, only 33% of parents have actually mentioned this idea to their family and friends.…
By Lisa Rooney    |
Tips from our partners include creative ideas that can help your child earn money, gardening tips, ideas on how to save during back-to-school season, tips on encouraging college gifting from family and friends, and inexpensive ways to spend time with family. …
By Meredith Barnhart    |
How We Save for College: Tips from MEFA Team Members
Tips include using a college savings account, starting small, involving your children in the process, taking advantage of gifting, setting up automatic deposits, and diversifying your investments. …
By MEFA     |
The Best Tools to Help You Save for College
Resources include The College Planning Tool, College Savings Calculator, College Savings Tips, Saving for College Webinar, and MEFA U.Fund 529 College Investing Plan …
By Lisa Rooney    |
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 Barnhart    |
The Assistant Manager of the U.Fund Dreams Tour shares what’s on the mind of parents and children as they experience the tour, the reactions he gets from families, and his college savings advice. …
By Penelope Hauck    |
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