Blog
Learn about 529 plans, saving for educational expenses, and paying off student debt.
What is a Student Loan Retirement Match?
Balancing student loan payments with retirement savings has become a challenge for millions of employees. Many young professionals face a tough financial choice…
Understanding 529 Plans: Tax-Free Savings for Future Education
Did you know that the average cost of a four-year public college has more than doubled in the past 20 years? With tuition prices skyrocketing…
How 529 Employer Contributions Can Improve Retention and Recruiting
More than ever, the ability to attract and retain top talent is critical to the success of businesses of all sizes, making it vitally important that organizations offer competitive benefits.
List of Qualified 529 Expenses
One of the major friction points for parents when deciding to enroll in a 529 college savings plan is the potential consequences of not using
How Do Employer-Sponsored 529 Plans Work?
What Is An Employer-Sponsored 529 Plan? Employer-sponsored 529 plans are tax-advantaged education savings accounts offered to employees through their workplace benefits program. 529 plans can
What Is A 529 Plan? Tax-Free College Savings Explained
Only 33% of U.S. parents are aware of 529 plans, according to an Edward Jones survey. This means that less than 33% actually understand what a
Is It Better For a Parent or Grandparent to Own a 529 Plan?
Data shows that new parents are more motivated than ever before to save for their children’s college. However, there are quite a few barriers keeping
Want College Fund Money as Gifts? Follow These 5 Tips.
Millennial parents are tired of their little ones getting “stuff.” There’s “stuff” all over the house – all over the floors – and more “stuff”
How Two Parents Asked For College Fund Money Instead of Birthday Gifts
These parents used the right wording and SavvyFi’s college savings app to ask for college fund money instead of gifts on their daughter’s first birthday…and received over $900! See