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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 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    |
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 Clement    |
Morningstar Analyst Rating upgraded to Silver for 2019 as new features improve experience for college savers. …
By Lisa Rooney    |
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    |
College Savings: How to Set It and Forget It
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    |
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    |
A member of the tour discusses what it's like talking with parents about planning and saving for college, how kids react when they approach the U.Fund Dreams Tour tent, and what it means to be involved in the stewardship of helping families create a plan to save for college. …
By Penelope Hauck    |
How You Can Plant and Grow a 529 College Savings Plan
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    |
By Martha Savery    |
Fact or Fiction? The Truth about 529 Plans
Learn how to open a 529 plan, which expenses they cover, which schools they can be used at, and who can open one. …
By Lisa Rooney    |
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