Plum Weekly Q&A: Back-to-School for Financial Professionals
Real Questions Financial Pros Are Asking This Season, and What to Do About Them Back-to-school isn’t just about kids. It’s a major emotional and financial
Tag: college savings
What Your Clients Will Say in 10 Years About Their 529 College Savings Plan
Part 4 of 4 – College Savings Series Let’s do something different. No charts. No definitions. Just real talk about the 529 college savings plan—and
Slow Mail, Strong Impact: How Postcards Can Promote College Savings Plans
Part 3 of 4 – College Savings Series Postcards are one of the most effective, tangible tools for promoting college savings—especially after 5/29 Day.They’re simple,
It’s 529 Day: How to Turn College Savings into a Client Magnet
Part 2 of 4 – College Savings Series May 29 is 529 Day—the one date on the calendar that literally spells out a missed opportunity:
529 Plans Explained: The College Savings Secret Advisors Should Be Talking About
Part 1 of 4 – College Savings Series What Is a 529 Plan, and Why Should You Care? A 529 plan is a tax-advantaged savings