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    |
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    |
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     |
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    |
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    |
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    |
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    |
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 Danz    |