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. Read More
Catching Up With the U.Fund Dreams Tour
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 Read More
What to Expect After You Save in the U.Plan
In November you’ll receive your U.Plan Annual Statement, which includes the amount you saved for each maturity year, and a Tuition Percentages Report, which reflects the percentage of tuition and mandatory fees that you locked in at each of the participating schools. Read More
A Pinterest-Worthy Children’s Gift Idea
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. Read More
How to Set Up Online 529 Gifting in 4 Easy Steps!
Steps including 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. Read More
Create Your Personalized College Savings Strategy
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. Read More
Should You Open a U.Plan or U.Fund?
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. Read More