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  • November 15, 2024 Girl playing guitar in music class
    Path to College

    6 Tips for Affording Your Child’s Changing Educational Needs

    Raising and educating your children, whether they’re teens, tweens or toddlers, puts a strain on the wallet. Add persistent inflation into the mix, and affording your child’s growing needs can present a real challenge. Even after parents survive the pricey daycare years, they’re not exactly home free. As early as elementary school, kids need everything […]

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  • November 15, 2024 High school students on their laptops
  • November 13, 2024 Florida State University
    Path to College

    Florida Public Universities Climb in National Rankings

    Florida Public Universities Shine on Forbes, Washington Monthly Lists Florida parents, if you are raising a college-bound child, rest assured that the value of a Florida 529 Prepaid Plan is only gaining ground. Eleven schools across the State University System of Florida recently earned spots on Forbes’ 2025 List of America’s Top Colleges for public […]

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  • November 7, 2024 Grandma saving money with granddaughter
    Saving for College

    Key Tips for Tax-Advantaged Giving This Holiday Season

    The holidays are approaching, and we believe there are many excellent reasons to give the gift of education. It’s a smart and powerful investment that can pay off in huge ways when your child is older – from planting the seeds of educational goals to setting them up for a lifetime of higher earnings potential. […]

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  • November 7, 2024 Child playing with blocks
    Lifelong Learning

    Learning Toys Perfect for Ages 0 to 4

    As the holidays approach, most parents of small children will find themselves thinking about toys. (It’s inevitable — no matter how much you want to fight it.) The good news is that toys can do far more than just keep your child happy and entertained. They can also help keep little ones on track developmentally. […]

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  • October 16, 2024 welder working
    Path to College

    3 Ways to Explore Career Paths with Your Experimental Learner

    It’s the fall semester — a time when many high school seniors juggle college application deadlines and thoughts about choosing a major. But not everyone is interested in taking a traditional route. (And that’s OK!) Some students don’t want to learn by sitting in a lecture hall. They prefer to work outdoors. Others might dream […]

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  • October 1, 2024 little kid dressed as a firefighter playing with toy firetrucks
  • September 6, 2024 Little boy playing with dinosaur toys
    Saving for College

    A Financial Planner’s Guide to Smart College Savings

    More Floridians are recognizing the value of saving for college with 529 plans, whether through a Prepaid Plan or a Savings Plan. So far this year, more than 60,000 families have enrolled in a Florida 529 Plan, about 30% more than last year, reflecting a growing awareness of the importance of planning for higher education. […]

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  • September 3, 2024 Father and daughter high-fiving
    Saving for College

    Back-to-School Financial Planning: 529 Plans Explained

    With the back-to-school season in full swing, families across Florida are busy getting back into a routine and looking forward to another year of growth and learning. It’s a time filled with excitement and anticipation, but also a moment to consider the future—specifically, how to make your child’s dreams of higher education a reality. One […]

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  • August 29, 2024 Baby on mom's lap
    Saving for College

    Beyond the Piggy Bank: Modern Strategies for College Savings

    In today’s financial landscape, the traditional approach to saving might not be enough to meet the costs of higher education. With college expenses growing each year, it’s essential to consider modern strategies that offer more security and growth potential. Among the most effective tools available are 529 Plans—and don’t let this IRS terminology scare you […]

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