AKF Blog

Welcome

we have a lot of thoughts about the 529 industry. Important topics like downward fee trends, program manager rebids, new product developments, and even the Veep’s Task Force, to name just a few. We have our bird’s eye view and we want to share it with you.

So we invite you to follow us on Twitter – 529Source – and to visit this blog frequently. We’ll tell you what we’re thinking and we hope you’ll tell us, too. We need to elevate the college savings conversation – across states, program managers and advisors alike. That’s what we intend to do. Please join us. Read Now>

  • Renewed Interest in Advisor 529 PlansOctober 14, 2010

    Over the course of the last year, we have seen some interesting developments in advisor-sold 529 plans. Since 2009, we have seen new advisor-sold 529 plans launched by Allianz (in Michigan and Oklahoma in partnership with TIAA-CREF) and BlackRock (in Ohio).

    Read Now>
  • Getting Started on the College Savings TrackOctober 12, 2010

    Maybe it’s the time of the year, but every October I am asked the same question again and again: “What tips can you give me for saving for college?” I know this is the crucial time of year when folks begin thinking about year-end finances, taxes and even holiday gifts for loved ones. This fourth quarter money mindset also encourages people to address long-term financial milestones such as paying for higher education. So, here are four tips for anyone who asks, “How do I start saving for college?”

    Read Now>