05/29/2026
It’s 529 Day, a good reminder that planning ahead can make a real difference when it comes to education costs. A 529 account offers a tax advantaged way to save for future schooling, and time is one of its biggest benefits. Even steady, modest contributions can add up over the years.
If you’re thinking about how education planning fits into your overall financial picture, I’m happy to help.
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(321) 340-5868
1413 S Patrick Dr, Suite 10
Indian Harbour Beach, Florida, 32937
Prior to investing in a 529 College Savings Plan, you should compare the Plan with any 529 college savings plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other benefits that are only available for investments in the home state’s plan. Please read the Plan’s Disclosure Document which includes investment objectives, risks, fees, charges and expenses, and other information. You should read the Plan Disclosure Document carefully before investing. For this and other information on any 529 College Savings Plan, contact First Command at (321) 340-5868 or your Financial Advisor. Please note that the availability of tax or other benefits may be conditioned on meeting certain requirements such as residency, purpose for or timing of distributions or other factors as applicable. As with any investment, it is possible to lose money by investing in a 529 College Savings Plan. Information provided is for general purposes only and is not intended to be a substitute for specific individualized tax or legal advice. Where specific advice is necessary or appropriate, please consult a qualified tax or legal advisor.
