Kids hold up Sammy’s Big Dream story book at Malabar Elementary School Family Literacy Night in Los Angeles, CA
When it comes to financial independence and making big dreams come true, the right team of advisors and questions can be the difference. The same is true for college planning and teaching kids about money. In his book ‘Good to Great’ author Jim Collins advises you need to get the right people on your team in the right places to transcend from good to great.
In a 529 Insiders letter to the editor, financial expert, #CFP, and mom, Sheryl Garrett shares what drove her to become one of the nation’s most respected financial planners, her insights on college – 529 planning, and early age financial literacy. We are honored Sheryl see’s Sammy Rabbit as an important part of the solution to help parents and teachers get kids in the habit of saving money and the road to building better and brighter of futures.
Congratulations to Paul Curley, CFA, and Director of College Research at Strategic Insight for the excellent job they do keeping industry professionals and consumers abreast of the latest information on 529s and how to fund higher education.