Financial Literacy Month 2020 - Message from the CEO

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Financial Literacy Month 2020 - Message from the CEO

If you have been following our blog for some time, then you know that April is my favorite month of the year – it is National Financial Literacy Month! For us at D.R.E.A.M., financial literacy is celebrated every month, but April is a time where we can collectively seek to expand our financial literacy…

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529 Savings Plans: 101

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Given the shift in the economics of higher education it’s time that we change the conversation on paying for school. The conversation needs to shift to adequately saving for college expenses so that the next generation can afford the college of their dreams without breaking the bank. A 529 Savings Plan is qualified tuition plan that has appealing tax benefits for college savings...
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Education: A Financial Curse?

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My business partner and I are often baffled by the responses we receive when we ask parents of college bound teenagers or young adults eyeing graduate degrees, ‘how are you saving for your future educational expenses’? The answers generally sound like the chorus of “Living on a Prayer” by Bon Jovi, coincidentally an American college-party classic...
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