Financial Literacy Archive

• March 25, 2024

  Financial Literacy

  From ABCs to 529s: The Smart Path to College Savings!

  Learning the ABCs and opening a 529 Savings Plan have more in common than you might think! Just like mastering the alphabet or any new skill, starting a college savings plan might seem daunting, but it’s simple once you begin. As we head into the summer months and schools close…

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• March 25, 2024

  Financial Literacy

  3 Reasons to Open a Florida 529 Savings Plan This Summer

  As the school year winds down, and your kids eagerly anticipate the freedom of summer break, why not seize the opportunity to get ahead with your college savings strategy? A Florida 529 Savings Plan lets you grow K-12 and college savings tax-free and has some of the lowest fees in…

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• December 17, 2023

  Financial Literacy

  3 Things to Know About New IRS Rules for 529 Savings Plans

  The 529 Savings Plan has always been a great tax-advantaged college savings vehicle, but the new IRS rules regarding 529 savings plans have added even more benefits that go beyond college and might even help you with retirement! We are here to break it all down for you! The best…

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• September 27, 2023

  Financial Literacy

  Your College Student’s Future Financial Success Starts With These 5 Steps

  If you’re the parent of a high school senior or college freshman, money and spending have likely been hot topics of discussion this year. The stark reality is that college has never been more expensive. In the past four decades, college tuition has more than doubled, and students are borrowing…

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• April 24, 2023

  Financial Literacy

  Top Five Reasons to Enroll in a Florida 529 Prepaid Plan

  The annual Prepaid Plan Open Enrollment window runs February 1 through April 30, but the truth is, there are reasons all year long to start saving for your child’s college education early and consistently. Here are 5 of our favorite reasons to sign up now – and if you sign…

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• December 9, 2022

  Financial Literacy

  Review and Reboot: Level Up Your Saving in 2023

  As the year winds down, it’s not only natural but beneficial to look behind you and reminisce about what took place. Maybe you ran that half-marathon or finally planted that garden. Maybe you didn’t. Maybe it was a 5K, and you managed to keep your one houseplant alive. Either way,…

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• May 5, 2022

  Financial Literacy

  A Financial Planner’s Advice About Saving For College: Just Do It.

  More Floridians are saving in Florida 529 Savings Plans than ever before. In December 2017, there were just over 66,000 accounts; now, that number now is nearly 130,000 — almost double in the past five years! Why the increase? We asked Mari Adam, a certified financial planner at Mercer Advisors…

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• April 8, 2022

  Financial Literacy

  Teach your kids to save at every age

  Every April is Financial Literacy Month, and April 22 is National Teach Children to Save Day. Florida started its celebration in late March when the governor signed legislation to mandate a financial literacy course for high school graduation. (The new law will apply to students entering ninth grade in the…

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• January 5, 2022

  Financial Literacy

  Start the New Year with a financial checkup

  We know we are supposed to visit the doctor once a year and the dentist twice, just to make sure our physical health is on track. But how often do we stop to reflect on our financial health? “Do not save what is left after spending, but spend what is…

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• September 7, 2021

  Financial Literacy

  What You Should Know About FAFSA

  If there’s anything that’s more fun than doing your taxes, it’s filling out the FAFSA. (Sarcasm intended.) “Many people say it’s worse because it’s harder to understand from a ‘what are they asking me’ point of view,” says Cozy Whitman, an expert at College Inside Track. The company helps families…

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